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

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWMG LLC Fort Worth, Texas $424M AUM 23.58% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Legacy Solutions LLC Kennett Square, Pennsylvania $124M AUM 18.89% 1-Year Est. Return