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 Q2	$281K	Hold	7,995	–	–	0.01%	616
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

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Capital Analysts LLC's JUNM Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q2 2026 at 7,995 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #616.

Capital Analysts LLC first reported a position in JUNM in Q2 2024 and has held it in 9 quarters since. 57 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

Capital Analysts LLC held 7,995 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $281K as of Q2 2026.
Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #616 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 9 quarters since.
57 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.