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Diligent Investors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Diligent Investors’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
Q1 		$1.27M Sell
32,131
-526
-2% -$20.9K 0.31% 96
2025
Q4 		$1.29M Hold
32,657
– – 0.32% 88
2025
Q3 		$1.27M Hold
32,657
– – 0.32% 88
2025
Q2 		$1.23M Buy
32,657
+4,500
+16% +$161K 0.29% 100
2025
Q1 		$990K Hold
28,157
– – 0.24% 119
2024
Q4 		$1.01M Hold
28,157
– – 0.23% 123
2024
Q3 		$997K Buy
28,157
+1,000
+4% +$34.5K 0.23% 125
2024
Q2 		$926K Buy
27,157
+15,657
+136% +$526K 0.23% 124
2024
Q1 		$384K Hold
11,500
– – 0.1% 221
2023
Q4 		$366K Hold
11,500
– – 0.1% 215
2023
Q3 		$341K Hold
11,500
– – 0.1% 203
2023
Q2 		$346K Buy
+11,500
New +$343K 0.1% 193

Other funds holding GJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return