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Concurrent Investment Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Concurrent Investment Advisors’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Sell
8,421
-223
-3% -$7.42K ﹤0.01% 1721
2026
Q1 		$270K Buy
+8,644
New +$275K ﹤0.01% 1567

Other funds holding QJUN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its FT Vest Growth-100 Buffer ETF June (QJUN) stake by 2.6% in Q2 2026, selling an estimated $7.42K and leaving 8,421 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Concurrent Investment Advisors first reported a position in QJUN in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold QJUN as of Q2 2026.

  • Concurrent Investment Advisors held 8,421 shares of FT Vest Growth-100 Buffer ETF June worth $285K as of Q2 2026.
  • Concurrent Investment Advisors sold 223 FT Vest Growth-100 Buffer ETF June shares in Q2 2026, an estimated $7.42K.
  • FT Vest Growth-100 Buffer ETF June made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1721 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest Growth-100 Buffer ETF June in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2026.

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