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WESPAC Advisors SoCal’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

WESPAC Advisors SoCal’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
-134,936
Closed -$3.78M – 109
2024
Q4 		$3.78M Sell
134,936
-5,437
-4% -$151K 0.86% 36
2024
Q3 		$3.79M Buy
140,373
+8,626
+7% +$228K 0.88% 33
2024
Q2 		$3.49M Buy
+131,747
New +$3.4M 0.88% 34

Other funds holding QJUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
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

WESPAC Advisors SoCal's QJUN Position: Q1 2025 in Review

WESPAC Advisors SoCal sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q1 2025, closing a stake of 134,936 shares — an estimated $3.78M sold.

WESPAC Advisors SoCal first reported a position in QJUN in Q2 2024 and held it in 3 quarters. The position peaked at $3.79M in Q3 2024. 103 funds tracked by Wall St. Rank hold QJUN as of Q1 2025.

  • WESPAC Advisors SoCal reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 134,936 FT Vest Growth-100 Buffer ETF June shares in Q1 2025, an estimated $3.78M.
  • WESPAC Advisors SoCal first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • WESPAC Advisors SoCal's FT Vest Growth-100 Buffer ETF June position peaked at $3.79M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q1 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2025, filed 6 May 2025.