AFW
FJUN icon

Avantra Family Wealth’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Avantra Family Wealth’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
Q2 		$4.12M Buy
68,796
+479
+0.7% +$28.3K 2.63% 6
2026
Q1 		$3.86M Buy
68,317
+785
+1% +$44.9K 2.87% 5
2025
Q4 		$3.85M Buy
67,532
+1,776
+3% +$100K 2.8% 6
2025
Q3 		$3.68M Sell
65,756
-27,327
-29% -$1.5M 2.75% 6
2025
Q2 		$5M Buy
+93,083
New +$4.73M 4.13% 5

Other funds holding FJUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
FI
FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Avantra Family Wealth's FJUN Position: Q2 2026 in Review

Avantra Family Wealth increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 0.7% in Q2 2026, buying an estimated $28.3K and bringing the position to 68,796 shares worth $4.12M. The position accounts for 2.63% of the portfolio, ranked #6.

Avantra Family Wealth first reported a position in FJUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $5M in Q2 2025. 54 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Avantra Family Wealth held 68,796 shares of FT Vest US Equity Buffer ETF June worth $4.12M as of Q2 2026.
  • Avantra Family Wealth bought 479 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $28.3K.
  • FT Vest US Equity Buffer ETF June made up 2.63% of Avantra Family Wealth's portfolio in Q2 2026, its #6 holding.
  • Avantra Family Wealth first reported a position in FT Vest US Equity Buffer ETF June in Q2 2025 and has held it in 5 quarters since.
  • Avantra Family Wealth's FT Vest US Equity Buffer ETF June position peaked at $5M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.