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

BAM 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
Q3 		– Sell
-104,305
Closed -$4.3M – 206
2026
Q2 		$4.3M Buy
+104,305
New +$4.25M 2.69% 9

Other funds holding GJUN

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

BAM Wealth Management's GJUN Position: Q3 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q3 2026, closing a stake of 104,305 shares — an estimated $4.3M sold.

BAM Wealth Management first reported a position in GJUN in Q2 2026 and held it in 1 quarter. The position peaked at $4.3M in Q2 2026. 11 funds tracked by Wall St. Rank hold GJUN as of Q3 2026.

  • BAM Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q3 2026 after selling out during the quarter.
  • BAM Wealth Management sold 104,305 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2026, an estimated $4.3M.
  • BAM Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2026 and held it in 1 quarter.
  • BAM Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $4.3M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.