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BFI Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

BFI Wealth Solutions’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 		$445K Sell
11,230
-1,060
-9% -$42.1K 0.43% 54
2025
Q4 		$487K Buy
+12,290
New +$481K 0.46% 52

Other funds holding GJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BFI Wealth Solutions's GJUN Position: Q1 2026 in Review

BFI Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 8.6% in Q1 2026, selling an estimated $42.1K and leaving 11,230 shares worth $445K. The position accounts for 0.43% of the portfolio, ranked #54.

BFI Wealth Solutions first reported a position in GJUN in Q4 2025 and has held it in 2 quarters since. The position peaked at $487K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

  • BFI Wealth Solutions held 11,230 shares of FT Vest US Equity Moderate Buffer ETF June worth $445K as of Q1 2026.
  • BFI Wealth Solutions sold 1,060 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $42.1K.
  • FT Vest US Equity Moderate Buffer ETF June made up 0.43% of BFI Wealth Solutions's portfolio in Q1 2026, its #54 holding.
  • BFI Wealth Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2025 and has held it in 2 quarters since.
  • BFI Wealth Solutions's FT Vest US Equity Moderate Buffer ETF June position peaked at $487K 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 BFI Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.