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 Q2	$441K	Sell	10,708 -522	-5%	-$21.3K	0.33%	54
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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

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

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

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

BFI Wealth Solutions's GJUN Position: Q2 2026 in Review

BFI Wealth Solutions reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 4.6% in Q2 2026, selling an estimated $21.3K and leaving 10,708 shares worth $441K. The position accounts for 0.33% of the portfolio, ranked #54.

BFI Wealth Solutions first reported a position in GJUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q4 2025. 136 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

BFI Wealth Solutions held 10,708 shares of FT Vest US Equity Moderate Buffer ETF June worth $441K as of Q2 2026.
BFI Wealth Solutions sold 522 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $21.3K.
FT Vest US Equity Moderate Buffer ETF June made up 0.33% of BFI Wealth Solutions's portfolio in Q2 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 3 quarters since.
BFI Wealth Solutions's FT Vest US Equity Moderate Buffer ETF June position peaked at $487K in Q4 2025.
136 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.