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Action Point Financial Planning’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Action Point Financial Planning’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$454K Buy
+7,577
New +$448K 0.05% 280

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Action Point Financial Planning's FJUN Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026: 7,577 shares worth $454K. The stake represents 0.05% of the portfolio and ranks #280 among its holdings.

157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Action Point Financial Planning held 7,577 shares of FT Vest US Equity Buffer ETF June worth $454K as of Q2 2026.
  • FT Vest US Equity Buffer ETF June was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Buffer ETF June made up 0.05% of Action Point Financial Planning's portfolio in Q2 2026, its #280 holding.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.