Compass Financial Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Compass Financial Management’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

Other funds holding FJUN

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Compass Financial Management's FJUN Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
FT Vest US Equity Buffer ETF June made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #423 holding.
153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.