APFP
JUNM

Action Point Financial Planning’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Action Point Financial Planning’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.9K Buy
+1,250
New +$43.6K ﹤0.01% 864

Other funds holding JUNM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q2 2026: 1,250 shares worth $43.9K. The stake represents ﹤0.01% of the portfolio and ranks #864 among its holdings.

57 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

  • Action Point Financial Planning held 1,250 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $43.9K as of Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - June was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #864 holding.
  • 57 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

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