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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$302K Sell
7,660
-103
-1% -$4.09K 0.04% 223
2025
Q4
$307K Sell
7,763
-841
-10% -$32.9K 0.05% 219
2025
Q3
$335K Hold
8,604
0.05% 195
2025
Q2
$324K Buy
8,604
+7,400
+615% +$265K 0.05% 181
2025
Q1
$42.3K Hold
1,204
0.01% 396
2024
Q4
$43.3K Hold
1,204
0.01% 373
2024
Q3
$42.6K Hold
1,204
0.01% 383
2024
Q2
$41.1K Hold
1,204
0.01% 376
2024
Q1
$40.2K Hold
1,204
0.01% 379
2023
Q4
$38.3K Hold
1,204
0.01% 360
2023
Q3
$35.7K Buy
+1,204
New +$36.4K 0.01% 294

Other funds holding GJUN

Blue Bell Private Wealth Management's GJUN Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 1.3% in Q1 2026, selling an estimated $4.09K and leaving 7,660 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #223.

Blue Bell Private Wealth Management first reported a position in GJUN in Q3 2023 and has held it in 11 quarters since. The position peaked at $335K in Q3 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

  • Blue Bell Private Wealth Management held 7,660 shares of FT Vest US Equity Moderate Buffer ETF June worth $302K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 103 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $4.09K.
  • FT Vest US Equity Moderate Buffer ETF June made up 0.04% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #223 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and has held it in 11 quarters since.
  • Blue Bell Private Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $335K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.