YJUN β€” FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - JUNE

Ownership history in SOA Wealth Advisors, LLC.  Β·  11 quarters on record

AI Ownership Summary

SOA Wealth Advisors, LLC. reported FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - JUNE (YJUN) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.24% in 2025 Q4. The latest visible filing shows YJUN at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this YJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOA Wealth Advisors, LLC.'s position in FT CBOE VEST INTERNATIONAL EQUITY BUFFER ETF - JUNE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

YJUN was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOA Wealth Advisors, LLC. held YJUN β€” position size vs. price
% of Fund (quarterly)    YJUN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 55,327 β€” 0% 0.24% $1.4M 2026-02-14 (Est.) $26.26
2025 Q3 ADDED 55,327 +19,323 +53.7% 0.24% $1.4M 2025-10-21 $25.17
2025 Q2 ADDED 36,004 +18,000 +100.0% 0.17% $881K 2025-07-18 $24.38
2025 Q1 ADDED 18,004 +1,557 +9.5% 0.09% $408K 2025-04-14 $22.34
2024 Q4 UNCHANGED 16,447 β€” 0% 0.07% $355K 2025-01-28 $22.17
2024 Q3 ADDED 16,447 +11,205 +213.8% 0.07% $376K 2024-10-09 $22.66
2024 Q2 ADDED 5,242 +674 +14.8% 0.02% $115K 2024-07-17 $22.35
2024 Q1 UNCHANGED 4,568 β€” 0% 0.02% $101K 2024-04-10 $21.78
2023 Q4 UNCHANGED 4,568 β€” 0% 0.02% $97K 2024-01-10 $21.11
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SOA Wealth Advisors, LLC. and YJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOA Wealth Advisors, LLC. reported owning YJUN?

SOA Wealth Advisors, LLC. reported YJUN across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported YJUN position in SOA Wealth Advisors, LLC.'s portfolio?

The largest reported portfolio weight for YJUN was 0.24% in 2025 Q4.

What is the latest reported YJUN position on this page?

The most recent filing on this page is 2025 Q4, when SOA Wealth Advisors, LLC. reported 55,327 shares, equal to 0.24% of portfolio, with an estimated market value of $1.4M.

What does the chart on this YJUN ownership page compare?

The chart compares SOA Wealth Advisors, LLC.'s quarterly YJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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