World Equity Group’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

World Equity Group’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
2024 Q4	–	Sell	-43,247	Closed	-$1.17M	–	384
2024 Q3	$1.17M	Buy	+43,247	New	+$1.14M	0.42%	58
2024 Q1	–	Sell	-14,758	Closed	-$356K	–	352
2023 Q4	$356K	Sell	14,758 -36,627	-71%	-$836K	0.07%	229
2023 Q3	$1.12M	Buy	+51,385	New	+$1.15M	0.23%	107
2022 Q4	–	Sell	-157,969	Closed	-$2.77M	–	339
2022 Q3	$2.77M	Buy	+157,969	New	+$2.97M	0.7%	39

Other funds holding QJUN

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KCM

Kaye Capital Management El Segundo, California $260M AUM 11.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

World Equity Group's QJUN Position: Q4 2024 in Review

World Equity Group sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2024, closing a stake of 43,247 shares — an estimated $1.17M sold.

World Equity Group first reported a position in QJUN in Q3 2022 and held it in 4 quarters. The position peaked at $2.77M in Q3 2022. 114 funds tracked by Wall St. Rank hold QJUN as of Q4 2024.

World Equity Group reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2024 after selling out during the quarter.
World Equity Group sold 43,247 FT Vest Growth-100 Buffer ETF June shares in Q4 2024, an estimated $1.17M.
World Equity Group first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2022 and held it in 4 quarters.
World Equity Group's FT Vest Growth-100 Buffer ETF June position peaked at $2.77M in Q3 2022.
114 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2024.

Based on World Equity Group's 13F filing for Q4 2024, filed 4 Feb 2025.