AssuredPartners Investment Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

AssuredPartners Investment Advisors’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 Q1	$242K	Hold	4,245	–	–	0.03%	355
2025 Q4	$242K	Hold	4,245	–	–	0.04%	305
2025 Q3	$238K	Hold	4,245	–	–	0.05%	239
2025 Q2	$228K	Hold	4,245	–	–	0.06%	217
2025 Q1	$212K	Hold	4,245	–	–	0.04%	306
2024 Q4	$218K	Buy	+4,245	New	+$218K	0.04%	307

Other funds holding FJUN

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

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

AssuredPartners Investment Advisors's FJUN Position: Q1 2026 in Review

AssuredPartners Investment Advisors held its FT Vest US Equity Buffer ETF June (FJUN) position steady in Q1 2026 at 4,245 shares worth $242K. The position accounts for 0.03% of the portfolio, ranked #355.

AssuredPartners Investment Advisors first reported a position in FJUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $242K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

AssuredPartners Investment Advisors held 4,245 shares of FT Vest US Equity Buffer ETF June worth $242K as of Q1 2026.
AssuredPartners Investment Advisors left its FT Vest US Equity Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF June made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #355 holding.
AssuredPartners Investment Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's FT Vest US Equity Buffer ETF June position peaked at $242K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.