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

Avantra Family Wealth’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
2026 Q2	$4.49M	Buy	108,930 +601	+0.6%	+$24.5K	2.86%	4
2026 Q1	$4.27M	Buy	108,329 +3,163	+3%	+$126K	3.18%	3
2025 Q4	$4.16M	Buy	105,166 +2,535	+2%	+$99.2K	3.02%	4
2025 Q3	$3.99M	Sell	102,631 -54,622	-35%	-$2.09M	2.99%	4
2025 Q2	$5.91M	Buy	157,253 +130,484	+487%	+$4.67M	4.88%	1
2025 Q1	$941K	Sell	26,769 -281	-1%	-$10.2K	0.9%	37
2024 Q4	$974K	Buy	+27,050	New	+$971K	0.91%	28

Other funds holding GJUN

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

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

Avantra Family Wealth increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 0.55% in Q2 2026, buying an estimated $24.5K and bringing the position to 108,930 shares worth $4.49M. The position accounts for 2.86% of the portfolio, ranked #4.

Avantra Family Wealth first reported a position in GJUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.91M in Q2 2025. 55 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Avantra Family Wealth held 108,930 shares of FT Vest US Equity Moderate Buffer ETF June worth $4.49M as of Q2 2026.
Avantra Family Wealth bought 601 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $24.5K.
FT Vest US Equity Moderate Buffer ETF June made up 2.86% of Avantra Family Wealth's portfolio in Q2 2026, its #4 holding.
Avantra Family Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's FT Vest US Equity Moderate Buffer ETF June position peaked at $5.91M in Q2 2025.
55 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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