Allen Capital Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Allen Capital Group’s Portfolio FJUN Stock Details FJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Sell	3,763 -3	-0.1%	-$177	0.02%	284
2026 Q1	$213K	Hold	3,766	–	–	0.02%	266
2025 Q4	$215K	Sell	3,766 -2	-0.1%	-$113	0.02%	254
2025 Q3	$211K	Sell	3,768 -1	-0%	-$55	0.02%	256
2025 Q2	$202K	Buy	+3,769	New	+$191K	0.02%	263
2023 Q2	–	Sell	-12,088	Closed	-$463K	–	179
2023 Q1	$463K	Buy	+12,088	New	+$451K	0.08%	125
2022 Q4	–	Sell	-12,726	Closed	-$433K	–	77
2022 Q3	$433K	Buy	12,726 +802	+7%	+$29.1K	0.1%	115
2022 Q2	$419K	Buy	+11,924	New	+$428K	0.09%	115

Other funds holding FJUN

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Allen Capital Group's FJUN Position: Q2 2026 in Review

Allen Capital Group reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 0.08% in Q2 2026, selling an estimated $177 and leaving 3,763 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #284.

Allen Capital Group first reported a position in FJUN in Q2 2022 and has held it in 8 quarters since. The position peaked at $463K in Q1 2023. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Allen Capital Group held 3,763 shares of FT Vest US Equity Buffer ETF June worth $226K as of Q2 2026.
Allen Capital Group sold 3 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $177.
FT Vest US Equity Buffer ETF June made up 0.02% of Allen Capital Group's portfolio in Q2 2026, its #284 holding.
Allen Capital Group first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and has held it in 8 quarters since.
Allen Capital Group's FT Vest US Equity Buffer ETF June position peaked at $463K in Q1 2023.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.