AssetMark Inc’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

AssetMark Inc’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	$21.1K	Hold	600	–	–	﹤0.01%	2160
2026 Q1	$20.6K	Hold	600	–	–	﹤0.01%	2043
2025 Q4	$20.5K	Hold	600	–	–	﹤0.01%	1994
2025 Q3	$20.3K	Buy	+600	New	+$20.1K	﹤0.01%	1913

Other funds holding JUNM

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc's JUNM Position: Q2 2026 in Review

AssetMark Inc held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q2 2026 at 600 shares worth $21.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

AssetMark Inc first reported a position in JUNM in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

AssetMark Inc held 600 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $21.1K as of Q2 2026.
AssetMark Inc left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2160 holding.
AssetMark Inc first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q3 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.