Axxcess Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Axxcess Wealth Management’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 Q1	–	Sell	-10,245	Closed	-$406K	–	634
2025 Q4	$406K	Hold	10,245	–	–	0.01%	755
2025 Q3	$398K	Hold	10,245	–	–	0.01%	683
2025 Q2	$385K	Buy	+10,245	New	+$367K	0.01%	651

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Axxcess Wealth Management's GJUN Position: Q1 2026 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2026, closing a stake of 10,245 shares — an estimated $406K sold.

Axxcess Wealth Management first reported a position in GJUN in Q2 2025 and held it in 3 quarters. The position peaked at $406K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Axxcess Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 10,245 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $406K.
Axxcess Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2025 and held it in 3 quarters.
Axxcess Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $406K in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.