Capital Analysts LLC’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Capital Analysts LLC’s Portfolio JUNM Stock Details JUNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$274K	Hold	7,995	–	–	0.01%	579
2025 Q4	$274K	Hold	7,995	–	–	0.01%	556
2025 Q3	$270K	Hold	7,995	–	–	0.01%	544
2025 Q2	$266K	Hold	7,995	–	–	0.01%	494
2025 Q1	$251K	Hold	7,995	–	–	0.01%	490
2024 Q4	$254K	Hold	7,995	–	–	0.01%	448
2024 Q3	$251K	Buy	7,995 +3,768	+89%	+$116K	0.01%	434
2024 Q2	$129K	Buy	+4,227	New	+$129K	0.01%	525

Other funds holding JUNM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Capital Analysts LLC's JUNM Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q1 2026 at 7,995 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #579.

Capital Analysts LLC first reported a position in JUNM in Q2 2024 and has held it in 8 quarters since. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

Capital Analysts LLC held 7,995 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $274K as of Q1 2026.
Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #579 holding.
Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and has held it in 8 quarters since.
52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.