EMAM
JUNM

Encompass More Asset Management’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Encompass More Asset Management’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
Q1 		– Sell
-181,255
Closed -$5.75M – 225
2024
Q4 		$5.75M Buy
181,255
+44,255
+32% +$1.4M 1.9% 10
2024
Q3 		$4.3M Buy
137,000
+90,602
+195% +$2.8M 1.64% 12
2024
Q2 		$1.42M Buy
+46,398
New +$1.42M 1.01% 23

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Encompass More Asset Management's JUNM Position: Q1 2025 in Review

Encompass More Asset Management sold out of FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q1 2025, closing a stake of 181,255 shares — an estimated $5.75M sold.

Encompass More Asset Management first reported a position in JUNM in Q2 2024 and held it in 3 quarters. The position peaked at $5.75M in Q4 2024. 51 funds tracked by Wall St. Rank hold JUNM as of Q1 2025.

  • Encompass More Asset Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - June position as of Q1 2025 after selling out during the quarter.
  • Encompass More Asset Management sold 181,255 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2025, an estimated $5.75M.
  • Encompass More Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and held it in 3 quarters.
  • Encompass More Asset Management's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $5.75M in Q4 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2025.

Based on Encompass More Asset Management's 13F filing for Q1 2025, filed 9 May 2025.