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Truvestments Capital’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Truvestments Capital’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-322
Closed -$11.3K – 889
2023
Q4 		$11.3K Buy
+322
New +$10.9K 0.01% 509

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Truvestments Capital's XJUN Position: Q1 2024 in Review

Truvestments Capital sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2024, closing a stake of 322 shares — an estimated $11.3K sold.

Truvestments Capital first reported a position in XJUN in Q4 2023 and held it in 1 quarter. The position peaked at $11.3K in Q4 2023. 65 funds tracked by Wall St. Rank hold XJUN as of Q1 2024.

  • Truvestments Capital reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 322 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2024, an estimated $11.3K.
  • Truvestments Capital first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2023 and held it in 1 quarter.
  • Truvestments Capital's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $11.3K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.