CRWM
GJUN icon

Castle Rock Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Castle Rock Wealth Management’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 		$212K Hold
5,138
– – 0.04% 266
2026
Q1 		$203K Hold
5,138
– – 0.04% 260
2025
Q4 		$204K Buy
+5,138
New +$201K 0.04% 258

Other funds holding GJUN

BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Castle Rock Wealth Management's GJUN Position: Q2 2026 in Review

Castle Rock Wealth Management held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q2 2026 at 5,138 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #266.

Castle Rock Wealth Management first reported a position in GJUN in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

  • Castle Rock Wealth Management held 5,138 shares of FT Vest US Equity Moderate Buffer ETF June worth $212K as of Q2 2026.
  • Castle Rock Wealth Management left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF June made up 0.04% of Castle Rock Wealth Management's portfolio in Q2 2026, its #266 holding.
  • Castle Rock Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.