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Ft Vest Us Eq Max Buf Jun (JUNM) Institutional Ownership

$32.05 +0.08 (+0.25%)
As of 01/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Ft Vest Us Eq Max Buf Jun (NYSEARCA:JUNM)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$28.04M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$111.16K
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JUNM Institutional Buying and Selling by Quarter

Ft Vest Us Eq Max Buf Jun Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Geneos Wealth Management Inc.11,545$367K0.0%N/A0.000%
1/21/2025Encompass More Asset Management181,255$5.76M1.9%+32.3%0.000%
1/17/2025 Mutual Advisors LLC239,038$7.62M0.2%-1.2%0.000%
1/14/2025 Signal Advisors Wealth LLC12,465$396K0.0%-4.8%0.000%
1/13/2025 Brookstone Capital Management15,504$492K0.0%+6.7%0.000%
12/26/2024JPMorgan Chase & Co.12,958$407K0.0%+163.8%0.000%
11/19/2024Barclays PLC4,959$156K0.0%N/A0.000%
11/15/2024Barclays PLC4,959$156K0.0%N/A0.000%
11/15/2024MML Investors Services LLC21,510$676K0.0%+50.9%0.000%
11/15/2024Orion Portfolio Solutions LLC7,425$233K0.0%+11.9%0.000%
11/15/2024Glen Eagle Advisors LLC36,900$1.16M0.2%N/A0.000%
11/15/2024Jane Street Group LLC28,507$896K0.0%N/A0.000%
11/14/2024Encompass More Asset Management137,000$4.31M1.6%+195.3%0.000%
11/14/2024Captrust Financial Advisors9,000$283K0.0%N/A0.000%
11/12/2024StoneX Group Inc.26,500$833K0.1%+44.0%0.000%
11/5/2024Harbour Investments Inc.7,752$244K0.0%+57.9%0.000%
11/5/2024Nations Financial Group Inc. IA ADV25,492$801K0.1%N/A0.000%
11/1/2024Atria Investments Inc50,446$1.59M0.0%N/A0.000%
10/31/2024Donald L. Hagan LLC115,309$3.62M1.8%+24.7%0.000%
10/30/2024Legacy CG LLC23,685$744K0.2%N/A0.000%
10/30/2024World Equity Group Inc.33,442$1.05M0.4%N/A0.000%
10/29/2024Clear Creek Financial Management LLC20,300$638K0.1%+3.6%0.000%
10/25/2024Creekmur Asset Management LLC36,391$1.14M0.3%+36.3%0.000%
10/25/2024 Mutual Advisors LLC241,913$7.62M0.2%+9.7%0.000%
10/25/2024Strategic Blueprint LLC18,697$587K0.0%+68.4%0.000%
10/22/2024DHJJ Financial Advisors Ltd.2,110$66K0.0%N/A0.000%
10/17/2024LexAurum Advisors LLC9,580$301K0.1%N/A0.000%
10/15/2024NBC Securities Inc.17,276$542K0.0%N/A0.000%
10/8/2024CWM LLC7,066$222K0.0%N/A0.000%
10/8/2024 Brookstone Capital Management14,530$457K0.0%N/A0.000%
10/4/2024 HBW Advisory Services LLC45,589$1.43M0.2%N/A0.000%
8/13/2024Benjamin Edwards Inc.1,635$50K0.0%N/A0.000%
8/2/2024Larson Financial Group LLC6,533$200K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC168,741$5.16M0.0%N/A0.000%
7/27/2024Encompass More Asset Management46,398$1.42M1.0%N/A0.000%
7/27/2024Strategic Blueprint LLC11,102$339K0.0%N/A0.000%
7/26/2024Harbour Investments Inc.4,908$150K0.0%N/A0.000%
7/25/2024Clear Creek Financial Management LLC19,600$599K0.1%N/A0.000%
7/19/2024Donald L. Hagan LLC92,476$2.83M1.5%N/A0.000%
(Data available from 1/1/2016 forward)

JUNM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JUNM shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Ft Vest Us Eq Max Buf Jun. The most heavily invested institutionals were Mutual Advisors LLC ($7.62M), Encompass More Asset Management ($5.76M), Commonwealth Equity Services LLC ($5.16M), Donald L. Hagan LLC ($3.62M), Atria Investments Inc ($1.59M), HBW Advisory Services LLC ($1.43M), and Glen Eagle Advisors LLC ($1.16M).Learn more on JUNM's institutional investors.

Which institutional investors have been buying Ft Vest Us Eq Max Buf Jun stock?

Of the 29 institutional investors that purchased Ft Vest Us Eq Max Buf Jun stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Encompass More Asset Management ($181.26K), Commonwealth Equity Services LLC ($168.74K), Donald L. Hagan LLC ($115.31K), Atria Investments Inc ($50.45K), HBW Advisory Services LLC ($45.59K), Glen Eagle Advisors LLC ($36.90K), and World Equity Group Inc. ($33.44K).

How much institutional buying is happening at Ft Vest Us Eq Max Buf Jun?

Institutional investors have bought a total of 901,469 shares in the last 24 months. This purchase volume represents approximately $28.04M in transactions.

Which Ft Vest Us Eq Max Buf Jun major shareholders have been selling company stock?

The following institutional investors have sold Ft Vest Us Eq Max Buf Jun stock in the last 24 months: Mutual Advisors LLC ($2.88K), and Signal Advisors Wealth LLC ($626.00).

How much institutional selling is happening at Ft Vest Us Eq Max Buf Jun?

Institutional investors have sold a total of 3,501 shares in the last 24 months. This volume of shares sold represents approximately $111.16K in transactions.



This page (NYSEARCA:JUNM) was last updated on 1/22/2025 by MarketBeat.com Staff
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