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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

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AI
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Commonwealth Equity Services
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
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FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Osaic Holdings
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
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $134M AUM 25% 1-Year Est. Return