AWM
JUNM

AE Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

AE Wealth Management’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
Q1 		$383K Sell
11,177
-7
-0.1% -$240 ﹤0.01% 1245
2025
Q4 		$383K Hold
11,184
– – ﹤0.01% 1196
2025
Q3 		$378K Sell
11,184
-786
-7% -$26.4K ﹤0.01% 1086
2025
Q2 		$398K Sell
11,970
-6,216
-34% -$199K ﹤0.01% 1007
2025
Q1 		$572K Sell
18,186
-7,316
-29% -$233K ﹤0.01% 875
2024
Q4 		$810K Sell
25,502
-56,574
-69% -$1.79M 0.01% 760
2024
Q3 		$2.58M Buy
+82,076
New +$2.54M 0.02% 463

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

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

AE Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 0.06% in Q1 2026, selling an estimated $240 and leaving 11,177 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

AE Wealth Management first reported a position in JUNM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q3 2024. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

  • AE Wealth Management held 11,177 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $383K as of Q1 2026.
  • AE Wealth Management sold 7 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2026, an estimated $240.
  • FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1245 holding.
  • AE Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q3 2024 and has held it in 7 quarters since.
  • AE Wealth Management's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $2.58M in Q3 2024.
  • 52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

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