Atria Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$478K	Sell	12,668 -27,139	-68%	-$972K	0.01%	931
2025 Q1	$1.4M	Buy	39,807 +6,574	+20%	+$238K	0.02%	761
2024 Q4	$1.2M	Hold	33,233	–	–	0.01%	859
2024 Q3	$1.18M	Buy	33,233 +8,084	+32%	+$279K	0.01%	851
2024 Q2	$858K	Buy	25,149 +1,354	+6%	+$45.5K	0.01%	958
2024 Q1	$794K	Buy	23,795 +6,138	+35%	+$200K	0.01%	1018
2023 Q4	$561K	Sell	17,657 -6,991	-28%	-$213K	0.01%	1150
2023 Q3	$730K	Buy	+24,648	New	+$745K	0.01%	957

Other funds holding GJUN

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

KAS

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

AFW

Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return

Atria Wealth Solutions's GJUN Position: Q2 2025 in Review

Atria Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 68% in Q2 2025, selling an estimated $972K and leaving 12,668 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #931.

Atria Wealth Solutions first reported a position in GJUN in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.4M in Q1 2025. 112 funds tracked by Wall St. Rank hold GJUN as of Q2 2025.

Atria Wealth Solutions held 12,668 shares of FT Vest US Equity Moderate Buffer ETF June worth $478K as of Q2 2025.
Atria Wealth Solutions sold 27,139 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2025, an estimated $972K.
FT Vest US Equity Moderate Buffer ETF June made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #931 holding.
Atria Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and has held it in 8 quarters since.
Atria Wealth Solutions's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.4M in Q1 2025.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.