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COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio FJUN Stock Details FJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$200K Buy
+3,342
New +$198K 0.02% 423

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AssetMark Inc
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AI
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LPL Financial
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KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's FJUN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026: 3,342 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #423 among its holdings.

126 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,342 shares of FT Vest US Equity Buffer ETF June worth $200K as of Q2 2026.
  • FT Vest US Equity Buffer ETF June was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest US Equity Buffer ETF June made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #423 holding.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.