Cypress Wealth Services’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

Cypress Wealth Services’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.28M	Hold	47,519	–	–	0.15%	108
2026 Q2	$1.27M	Hold	47,519	–	–	0.16%	107
2026 Q1	$1.22M	Hold	47,519	–	–	0.17%	98
2025 Q4	$1.22M	Hold	47,519	–	–	0.17%	102
2025 Q3	$1.19M	Buy	+47,519	New	+$1.17M	0.2%	92
2025 Q2	–	Sell	-13,555	Closed	-$307K	–	332
2025 Q1	$307K	Sell	13,555 -244	-2%	-$5.5K	0.06%	214
2024 Q4	$298K	Sell	13,799 -31,059	-69%	-$688K	0.06%	205
2024 Q3	$1.03M	Sell	44,858 -575	-1%	-$12.9K	0.21%	81
2024 Q2	$993K	Hold	45,433	–	–	0.22%	76
2024 Q1	$1.01M	Hold	45,433	–	–	0.23%	79
2023 Q4	$965K	Hold	45,433	–	–	0.24%	76
2023 Q3	$898K	Hold	45,433	–	–	0.25%	76
2023 Q2	$942K	Hold	45,433	–	–	0.25%	76
2023 Q1	$903K	Buy	45,433 +11,921	+36%	+$232K	0.26%	76
2022 Q4	$620K	Hold	33,512	–	–	0.2%	98
2022 Q3	$550K	Hold	33,512	–	–	0.19%	103
2022 Q2	$588K	Hold	33,512	–	–	0.19%	98
2022 Q1	$649K	Hold	33,512	–	–	0.18%	96
2021 Q4	$675K	Buy	33,512 +8,923	+36%	+$180K	0.18%	89
2021 Q3	$490K	Buy	+24,589	New	+$497K	0.15%	113

Other funds holding YJUN

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

BFI Wealth Solutions Dallas, Texas $146M AUM 11.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cypress Wealth Services's YJUN Position: Q3 2026 in Review

Cypress Wealth Services held its FT Vest International Equity Buffer ETF June (YJUN) position steady in Q3 2026 at 47,519 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #108.

Cypress Wealth Services first reported a position in YJUN in Q3 2021 and has held it in 20 quarters since. 16 funds tracked by Wall St. Rank hold YJUN as of Q3 2026.

Cypress Wealth Services held 47,519 shares of FT Vest International Equity Buffer ETF June worth $1.28M as of Q3 2026.
Cypress Wealth Services left its FT Vest International Equity Buffer ETF June share count unchanged in Q3 2026.
FT Vest International Equity Buffer ETF June made up 0.15% of Cypress Wealth Services's portfolio in Q3 2026, its #108 holding.
Cypress Wealth Services first reported a position in FT Vest International Equity Buffer ETF June in Q3 2021 and has held it in 20 quarters since.
16 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.