CreativeOne Wealth’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

CreativeOne Wealth’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	$3.57M	Buy	86,666 +54,664	+171%	+$2.23M	0.08%	250
2026 Q1	$1.26M	Buy	32,002 +16,128	+102%	+$640K	0.03%	487
2025 Q4	$629K	Sell	15,874 -30	-0.2%	-$1.17K	0.02%	709
2025 Q3	$618K	Sell	15,904 -436	-3%	-$16.7K	0.02%	700
2025 Q2	$614K	Buy	16,340 +4,674	+40%	+$167K	0.02%	674
2025 Q1	$410K	Sell	11,666 -3,419	-23%	-$124K	0.01%	752
2024 Q4	$543K	Sell	15,085 -184	-1%	-$6.61K	0.02%	667
2024 Q3	$541K	Sell	15,269 -109,535	-88%	-$3.78M	0.02%	605
2024 Q2	$4.26M	Buy	124,804 +103,091	+475%	+$3.46M	0.22%	98
2024 Q1	$724K	Buy	+21,713	New	+$707K	0.03%	459

Other funds holding GJUN

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

CreativeOne Wealth's GJUN Position: Q2 2026 in Review

CreativeOne Wealth increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 171% in Q2 2026, buying an estimated $2.23M and bringing the position to 86,666 shares worth $3.57M. The position accounts for 0.08% of the portfolio, ranked #250.

CreativeOne Wealth first reported a position in GJUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.26M in Q2 2024. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

CreativeOne Wealth held 86,666 shares of FT Vest US Equity Moderate Buffer ETF June worth $3.57M as of Q2 2026.
CreativeOne Wealth bought 54,664 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $2.23M.
FT Vest US Equity Moderate Buffer ETF June made up 0.08% of CreativeOne Wealth's portfolio in Q2 2026, its #250 holding.
CreativeOne Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q1 2024 and has held it in 10 quarters since.
CreativeOne Wealth's FT Vest US Equity Moderate Buffer ETF June position peaked at $4.26M in Q2 2024.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.