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

Avantax Advisory Services’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	$548K	Buy	14,571 +8,295	+132%	+$297K	﹤0.01%	1531
2025 Q1	$221K	Sell	6,276 -336	-5%	-$12.1K	﹤0.01%	2050
2024 Q4	$238K	Sell	6,612 -5,098	-44%	-$183K	﹤0.01%	1946
2024 Q3	$415K	Sell	11,710 -3,458	-23%	-$119K	﹤0.01%	1544
2024 Q2	$517K	Sell	15,168 -6,477	-30%	-$218K	﹤0.01%	1340
2024 Q1	$722K	Sell	21,645 -5,389	-20%	-$176K	0.01%	883
2023 Q4	$859K	Sell	27,034 -10,008	-27%	-$305K	0.01%	773
2023 Q3	$1.1M	Buy	37,042 +7,757	+26%	+$234K	0.01%	649
2023 Q2	$882K	Buy	+29,285	New	+$874K	0.01%	725

Other funds holding GJUN

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $94B AUM 20.14% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Avantax Advisory Services increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 132% in Q2 2025, buying an estimated $297K and bringing the position to 14,571 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #1531.

Avantax Advisory Services first reported a position in GJUN in Q2 2023 and has held it in 9 quarters since. The position peaked at $1.1M in Q3 2023. 112 funds tracked by Wall St. Rank hold GJUN as of Q2 2025.

Avantax Advisory Services held 14,571 shares of FT Vest US Equity Moderate Buffer ETF June worth $548K as of Q2 2025.
Avantax Advisory Services bought 8,295 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2025, an estimated $297K.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1531 holding.
Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 9 quarters since.
Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.1M in Q3 2023.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2025.

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