Concurrent Investment Advisors’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Concurrent Investment Advisors’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 Q2	$683K	Buy	19,464 +11,976	+160%	+$418K	0.01%	1219
2026 Q1	$257K	Sell	7,488 -5,698	-43%	-$196K	﹤0.01%	1596
2025 Q4	$452K	Buy	13,186 +5,698	+76%	+$194K	0.01%	1193
2025 Q3	$253K	Sell	7,488 -20,870	-74%	-$700K	﹤0.01%	1231
2025 Q2	$944K	Buy	+28,358	New	+$906K	0.02%	612

Other funds holding JUNM

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Concurrent Investment Advisors's JUNM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 160% in Q2 2026, buying an estimated $418K and bringing the position to 19,464 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #1219.

Concurrent Investment Advisors first reported a position in JUNM in Q2 2025 and has held it in 5 quarters since. The position peaked at $944K in Q2 2025. 57 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

Concurrent Investment Advisors held 19,464 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $683K as of Q2 2026.
Concurrent Investment Advisors bought 11,976 FT Vest U.S. Equity Max Buffer ETF - June shares in Q2 2026, an estimated $418K.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1219 holding.
Concurrent Investment Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2025 and has held it in 5 quarters since.
Concurrent Investment Advisors's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $944K in Q2 2025.
57 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.