CIAS
JUNM

Capital Investment Advisory Services’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Capital Investment Advisory Services’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 		$148K Sell
4,225
-450
-10% -$15.7K 0.01% 750
2026
Q1 		$160K Sell
4,675
-625
-12% -$21.5K 0.01% 668
2025
Q4 		$181K Buy
5,300
+130
+3% +$4.42K 0.01% 620
2025
Q3 		$175K Buy
5,170
+45
+0.9% +$1.51K 0.01% 603
2025
Q2 		$171K Sell
5,125
-2,235
-30% -$71.4K 0.01% 582
2025
Q1 		$231K Sell
7,360
-225
-3% -$7.17K 0.02% 505
2024
Q4 		$241K Sell
7,585
-11,712
-61% -$370K 0.02% 455
2024
Q3 		$606K Buy
19,297
+11,499
+147% +$355K 0.06% 259
2024
Q2 		$238K Buy
+7,798
New +$238K 0.02% 451

Other funds holding JUNM

DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Capital Investment Advisory Services's JUNM Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 9.6% in Q2 2026, selling an estimated $15.7K and leaving 4,225 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #750.

Capital Investment Advisory Services first reported a position in JUNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $606K in Q3 2024. 13 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

  • Capital Investment Advisory Services held 4,225 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $148K as of Q2 2026.
  • Capital Investment Advisory Services sold 450 FT Vest U.S. Equity Max Buffer ETF - June shares in Q2 2026, an estimated $15.7K.
  • FT Vest U.S. Equity Max Buffer ETF - June made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #750 holding.
  • Capital Investment Advisory Services 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.
  • Capital Investment Advisory Services's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $606K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.