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Triad Wealth Partners’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Triad Wealth Partners’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-91
Closed -$4.4K – 346
2024
Q2 		$4.4K Buy
+91
New +$4.31K ﹤0.01% 599

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Osaic Holdings
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MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
RJFSA
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KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Triad Wealth Partners's FJUN Position: Q3 2024 in Review

Triad Wealth Partners sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2024, closing a stake of 91 shares — an estimated $4.4K sold.

Triad Wealth Partners first reported a position in FJUN in Q2 2024 and held it in 1 quarter. The position peaked at $4.4K in Q2 2024. 137 funds tracked by Wall St. Rank hold FJUN as of Q3 2024.

  • Triad Wealth Partners reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 91 FT Vest US Equity Buffer ETF June shares in Q3 2024, an estimated $4.4K.
  • Triad Wealth Partners first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's FT Vest US Equity Buffer ETF June position peaked at $4.4K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.