Clear Creek Financial Management’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Clear Creek Financial Management’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 Q1	$672K	Hold	19,600	–	–	0.05%	325
2025 Q4	$671K	Hold	19,600	–	–	0.05%	309
2025 Q3	$663K	Sell	19,600 -700	-3%	-$23.5K	0.06%	311
2025 Q2	$676K	Hold	20,300	–	–	0.06%	302
2025 Q1	$638K	Hold	20,300	–	–	0.07%	268
2024 Q4	$644K	Hold	20,300	–	–	0.07%	251
2024 Q3	$638K	Buy	20,300 +700	+4%	+$21.6K	0.07%	225
2024 Q2	$599K	Buy	+19,600	New	+$599K	0.07%	228

Other funds holding JUNM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Clear Creek Financial Management's JUNM Position: Q1 2026 in Review

Clear Creek Financial Management held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q1 2026 at 19,600 shares worth $672K. The position accounts for 0.05% of the portfolio, ranked #325.

Clear Creek Financial Management first reported a position in JUNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $676K in Q2 2025. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

Clear Creek Financial Management held 19,600 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $672K as of Q1 2026.
Clear Creek Financial Management left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.05% of Clear Creek Financial Management's portfolio in Q1 2026, its #325 holding.
Clear Creek Financial Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $676K in Q2 2025.
52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.