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Wealth Enhancement & Preservation of GA’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023
Q2 		$214K Buy
+6,390
New +$209K 0.21% 43

Other funds holding XJUN

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's XJUN Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2023: 6,390 shares worth $214K. The stake represents 0.21% of the portfolio and ranks #43 among its holdings.

66 funds tracked by Wall St. Rank hold XJUN as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 6,390 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $214K as of Q2 2023.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June was a new Wealth Enhancement & Preservation of GA position in Q2 2023.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.21% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #43 holding.
  • 66 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.