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

World Equity Group’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 Q4	–	Sell	-6,214	Closed	-$206K	–	374
2023 Q3	$206K	Hold	6,214	–	–	0.04%	322
2023 Q2	$208K	Buy	+6,214	New	+$203K	0.06%	294
2023 Q1	–	Sell	-7,105	Closed	-$218K	–	593
2022 Q4	$218K	Sell	7,105 -80,340	-92%	-$2.43M	0.05%	306
2022 Q3	$2.54M	Buy	+87,445	New	+$2.64M	0.64%	43

Other funds holding XJUN

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

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

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

HWM

HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

World Equity Group's XJUN Position: Q4 2023 in Review

World Equity Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q4 2023, closing a stake of 6,214 shares — an estimated $206K sold.

World Equity Group first reported a position in XJUN in Q3 2022 and held it in 4 quarters. The position peaked at $2.54M in Q3 2022. 76 funds tracked by Wall St. Rank hold XJUN as of Q4 2023.

World Equity Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q4 2023 after selling out during the quarter.
World Equity Group sold 6,214 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q4 2023, an estimated $206K.
World Equity Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2022 and held it in 4 quarters.
World Equity Group's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $2.54M in Q3 2022.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q4 2023.

Based on World Equity Group's 13F filing for Q4 2023, filed 22 Jul 2024.