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

COMPASS FINANCIAL MANAGEMENT LLC’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 		$210 Buy
+5
New +$204 ﹤0.01% 1480

Other funds holding GJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q2 2026: 5 shares worth $210. The stake represents ﹤0.01% of the portfolio and ranks #1480 among its holdings.

107 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 5 shares of FT Vest US Equity Moderate Buffer ETF June worth $210 as of Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF June was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1480 holding.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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