Avior Wealth Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Avior Wealth Management’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	$388K	Sell	6,478 -1,124	-15%	-$66.5K	0.01%	583
2026 Q1	$430K	Sell	7,602 -3	-0%	-$172	0.01%	571
2025 Q4	$434K	Hold	7,605	–	–	0.01%	503
2025 Q3	$426K	Sell	7,605 -209	-3%	-$11.4K	0.01%	493
2025 Q2	$419K	Hold	7,814	–	–	0.01%	480
2025 Q1	$390K	Sell	7,814 -325	-4%	-$16.8K	0.01%	476
2024 Q4	$418K	Sell	8,139 -6	-0.1%	-$308	0.02%	498
2024 Q3	$411K	Sell	8,145 -2,953	-27%	-$145K	0.02%	503
2024 Q2	$537K	Hold	11,098	–	–	0.02%	416
2024 Q1	$522K	Buy	+11,098	New	+$505K	0.02%	435

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Avior Wealth Management's FJUN Position: Q2 2026 in Review

Avior Wealth Management reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 15% in Q2 2026, selling an estimated $66.5K and leaving 6,478 shares worth $388K. The position accounts for 0.01% of the portfolio, ranked #583.

Avior Wealth Management first reported a position in FJUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $537K in Q2 2024. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Avior Wealth Management held 6,478 shares of FT Vest US Equity Buffer ETF June worth $388K as of Q2 2026.
Avior Wealth Management sold 1,124 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $66.5K.
FT Vest US Equity Buffer ETF June made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #583 holding.
Avior Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q1 2024 and has held it in 10 quarters since.
Avior Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $537K in Q2 2024.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.