B. Riley Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

B. Riley Wealth Advisors’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
2025 Q1	–	Sell	-7,675	Closed	-$276K	–	1359
2024 Q4	$276K	Sell	7,675 -13,138	-63%	-$472K	0.01%	901
2024 Q3	$734K	Sell	20,813 -300	-1%	-$10.4K	0.02%	598
2024 Q2	$720K	Sell	21,113 -87,184	-81%	-$2.93M	0.02%	659
2024 Q1	$3.21M	Sell	108,297 -10,150	-9%	-$331K	0.09%	225
2023 Q4	$3.77M	Buy	118,447 +10,150	+9%	+$309K	0.1%	215
2023 Q3	$3.21M	Buy	108,297 +30,597	+39%	+$924K	0.09%	225
2023 Q2	$2.34M	Buy	+77,700	New	+$2.32M	0.05%	326

Other funds holding GJUN

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

B. Riley Wealth Advisors's GJUN Position: Q1 2025 in Review

B. Riley Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2025, closing a stake of 7,675 shares — an estimated $276K sold.

B. Riley Wealth Advisors first reported a position in GJUN in Q2 2023 and held it in 7 quarters. The position peaked at $3.77M in Q4 2023. 107 funds tracked by Wall St. Rank hold GJUN as of Q1 2025.

B. Riley Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 7,675 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2025, an estimated $276K.
B. Riley Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and held it in 7 quarters.
B. Riley Wealth Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $3.77M in Q4 2023.
107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2025, filed 28 Aug 2026.