Avantax Advisory Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Avantax Advisory Services’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
2025 Q2	–	Sell	-29,618	Closed	-$1.48M	–	2389
2025 Q1	$1.48M	Sell	29,618 -12,690	-30%	-$655K	0.01%	900
2024 Q4	$2.17M	Sell	42,308 -18,148	-30%	-$931K	0.01%	675
2024 Q3	$3.05M	Buy	60,456 +22,455	+59%	+$1.1M	0.02%	539
2024 Q2	$1.84M	Buy	38,001 +798	+2%	+$37.8K	0.01%	695
2024 Q1	$1.75M	Sell	37,203 -1,655	-4%	-$75.3K	0.02%	569
2023 Q4	$1.72M	Sell	38,858 -2,354	-6%	-$98.6K	0.02%	549
2023 Q3	$1.67M	Buy	41,212 +33,110	+409%	+$1.38M	0.02%	515
2023 Q2	$336K	Sell	8,102 -8,965	-53%	-$352K	﹤0.01%	1123
2023 Q1	$653K	Hold	17,067	–	–	0.01%	812
2022 Q4	$616K	Buy	+17,067	New	+$613K	0.01%	784

Other funds holding FJUN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

KWS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Avantax Advisory Services's FJUN Position: Q2 2025 in Review

Avantax Advisory Services sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2025, closing a stake of 29,618 shares — an estimated $1.48M sold.

Avantax Advisory Services first reported a position in FJUN in Q4 2022 and held it in 10 quarters. The position peaked at $3.05M in Q3 2024. 135 funds tracked by Wall St. Rank hold FJUN as of Q2 2025.

Avantax Advisory Services reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 29,618 FT Vest US Equity Buffer ETF June shares in Q2 2025, an estimated $1.48M.
Avantax Advisory Services first reported a position in FT Vest US Equity Buffer ETF June in Q4 2022 and held it in 10 quarters.
Avantax Advisory Services's FT Vest US Equity Buffer ETF June position peaked at $3.05M in Q3 2024.
135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.