DFP
JUNM

Defined Financial Planning’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Defined Financial Planning’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
2025
Q3 		$381K Buy
11,253
+3,060
+37% +$103K 0.32% 41
2025
Q2 		$273K Buy
+8,193
New +$262K 0.24% 55

Other funds holding JUNM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Defined Financial Planning's JUNM Position: Q3 2025 in Review

Defined Financial Planning increased its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 37% in Q3 2025, buying an estimated $103K and bringing the position to 11,253 shares worth $381K. The position accounts for 0.32% of the portfolio, ranked #41.

Defined Financial Planning first reported a position in JUNM in Q2 2025 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold JUNM as of Q3 2025.

  • Defined Financial Planning held 11,253 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $381K as of Q3 2025.
  • Defined Financial Planning bought 3,060 FT Vest U.S. Equity Max Buffer ETF - June shares in Q3 2025, an estimated $103K.
  • FT Vest U.S. Equity Max Buffer ETF - June made up 0.32% of Defined Financial Planning's portfolio in Q3 2025, its #41 holding.
  • Defined Financial Planning first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2025 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.