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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

AE Wealth Management's GJUN Position: Q1 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 0.91% in Q1 2026, selling an estimated $2.78K and leaving 7,648 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

AE Wealth Management first reported a position in GJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $92.3M in Q3 2024. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

AE Wealth Management held 7,648 shares of FT Vest US Equity Moderate Buffer ETF June worth $301K as of Q1 2026.
AE Wealth Management sold 70 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $2.78K.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1377 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 12 quarters since.
AE Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $92.3M in Q3 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.