CIA
JUNM

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
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

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
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
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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Concurrent Investment Advisors's JUNM Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 43% in Q1 2026, selling an estimated $196K and leaving 7,488 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Concurrent Investment Advisors first reported a position in JUNM in Q2 2025 and has held it in 4 quarters since. The position peaked at $944K in Q2 2025. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

  • Concurrent Investment Advisors held 7,488 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $257K as of Q1 2026.
  • Concurrent Investment Advisors sold 5,698 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2026, an estimated $196K.
  • FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1596 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 4 quarters since.
  • Concurrent Investment Advisors's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $944K 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 Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.