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Synergy Asset Management’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Synergy Asset Management’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,186
Closed -$342K – 661
2024
Q4 		$342K Buy
+12,186
New +$338K 0.03% 170

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FS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Synergy Asset Management's QJUN Position: Q1 2025 in Review

Synergy Asset Management sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q1 2025, closing a stake of 12,186 shares — an estimated $342K sold.

Synergy Asset Management first reported a position in QJUN in Q4 2024 and held it in 1 quarter. The position peaked at $342K in Q4 2024. 103 funds tracked by Wall St. Rank hold QJUN as of Q1 2025.

  • Synergy Asset Management reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 12,186 FT Vest Growth-100 Buffer ETF June shares in Q1 2025, an estimated $342K.
  • Synergy Asset Management first reported a position in FT Vest Growth-100 Buffer ETF June in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's FT Vest Growth-100 Buffer ETF June position peaked at $342K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.