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

Action Point Financial Planning’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 Q2	$138K	Buy	+3,357	New	+$137K	0.01%	517

Other funds holding GJUN

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q2 2026: 3,357 shares worth $138K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings.

134 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Action Point Financial Planning held 3,357 shares of FT Vest US Equity Moderate Buffer ETF June worth $138K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF June was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF June made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #517 holding.
134 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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