AE Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

AE Wealth Management’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	$315K	Sell	7,647 -1	-0%	-$41	﹤0.01%	1463
2026 Q1	$301K	Sell	7,648 -70	-0.9%	-$2.78K	﹤0.01%	1377
2025 Q4	$306K	Sell	7,718 -1,167	-13%	-$45.7K	﹤0.01%	1299
2025 Q3	$345K	Sell	8,885 -1,493	-14%	-$57.1K	﹤0.01%	1124
2025 Q2	$390K	Sell	10,378 -5,810	-36%	-$208K	﹤0.01%	1014
2025 Q1	$569K	Sell	16,188 -8,827	-35%	-$319K	﹤0.01%	877
2024 Q4	$901K	Sell	25,015 -2,581,378	-99%	-$92.7M	0.01%	727
2024 Q3	$92.3M	Buy	2,606,393 +214,945	+9%	+$7.42M	0.84%	20
2024 Q2	$81.6M	Buy	2,391,448 +2,384,194	+32,867%	+$80.1M	0.82%	17
2024 Q1	$242K	Sell	7,254 -67,453	-90%	-$2.2M	﹤0.01%	1032
2023 Q4	$2.41M	Sell	74,707 -780,511	-91%	-$23.8M	0.01%	839
2023 Q3	$25.3M	Sell	855,218 -60,723	-7%	-$1.83M	0.15%	153
2023 Q2	$27.6M	Buy	+915,941	New	+$27.3M	0.17%	136

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

AE Wealth Management's GJUN Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 0.01% in Q2 2026, selling an estimated $41 and leaving 7,647 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

AE Wealth Management first reported a position in GJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $92.3M in Q3 2024. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

AE Wealth Management held 7,647 shares of FT Vest US Equity Moderate Buffer ETF June worth $315K as of Q2 2026.
AE Wealth Management sold 1 FT Vest US Equity Moderate Buffer ETF June share in Q2 2026, an estimated $41.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1463 holding.
AE Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
AE Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $92.3M in Q3 2024.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.