Echo Wealth Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Echo Wealth Management’s Portfolio FJUN Stock Details FJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$324K	Sell	5,727 -1,582	-22%	-$90.6K	0.19%	36
2025 Q4	$417K	Sell	7,309 -538	-7%	-$30.3K	0.24%	34
2025 Q3	$439K	Buy	7,847 +195	+3%	+$10.7K	0.26%	35
2025 Q2	$411K	Buy	7,652 +436	+6%	+$22.1K	0.25%	37
2025 Q1	$360K	Buy	7,216 +899	+14%	+$46.4K	0.24%	37
2024 Q4	$325K	Buy	6,317 +192	+3%	+$9.85K	0.22%	37
2024 Q3	$310K	Buy	6,125 +123	+2%	+$6.03K	0.22%	35
2024 Q2	$290K	Buy	6,002 +201	+3%	+$9.52K	0.22%	36
2024 Q1	$273K	Buy	+5,801	New	+$264K	0.23%	38
2021 Q1	–	Sell	-12,820	Closed	-$437K	–	60
2020 Q4	$437K	Buy	+12,820	New	+$425K	0.57%	33

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Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return