Clearstead Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Clearstead Advisors’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	$117K	Buy	1,958 +100	+5%	+$5.91K	﹤0.01%	1238
2026 Q1	$105K	Hold	1,858	–	–	﹤0.01%	1129
2025 Q4	$106K	Hold	1,858	–	–	﹤0.01%	1113
2025 Q3	$104K	Buy	+1,858	New	+$102K	﹤0.01%	1044

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Clearstead Advisors's FJUN Position: Q2 2026 in Review

Clearstead Advisors increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 5.4% in Q2 2026, buying an estimated $5.91K and bringing the position to 1,958 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Clearstead Advisors first reported a position in FJUN in Q3 2025 and has held it in 4 quarters since. 98 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Clearstead Advisors held 1,958 shares of FT Vest US Equity Buffer ETF June worth $117K as of Q2 2026.
Clearstead Advisors bought 100 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $5.91K.
FT Vest US Equity Buffer ETF June made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1238 holding.
Clearstead Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q3 2025 and has held it in 4 quarters since.
98 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.