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

Compass Financial Management’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

Raymond James Financial
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

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

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1480 holding.
  • 131 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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