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Seven Hills Financial, LLC’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Seven Hills Financial, LLC’s Portfolio GJUN Stock Details GJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$255K Buy
+6,080
New +$253K 0.15% 90

Other funds holding GJUN

NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Seven Hills Financial, LLC's GJUN Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q3 2026: 6,080 shares worth $255K. The stake represents 0.15% of the portfolio and ranks #90 among its holdings.

8 funds tracked by Wall St. Rank hold GJUN as of Q3 2026.

  • Seven Hills Financial, LLC held 6,080 shares of FT Vest US Equity Moderate Buffer ETF June worth $255K as of Q3 2026.
  • FT Vest US Equity Moderate Buffer ETF June was a new Seven Hills Financial, LLC position in Q3 2026.
  • FT Vest US Equity Moderate Buffer ETF June made up 0.15% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #90 holding.
  • 8 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.