EP Wealth Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

EP Wealth Advisors’s Portfolio QJUN Stock Details QJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$184K	Buy	+5,435	New	+$181K	﹤0.01%	1533
2025 Q2	$239K	Buy	+8,085	New	+$223K	﹤0.01%	1152

Other funds holding QJUN

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

EP Wealth Advisors's QJUN Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FT Vest Growth-100 Buffer ETF June (QJUN) in Q2 2026: 5,435 shares worth $184K. The stake represents ﹤0.01% of the portfolio and ranks #1533 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in QJUN as recently as Q2 2025.

EP Wealth Advisors first reported a position in QJUN in Q2 2025 and has held it in 2 quarters since. The position peaked at $239K in Q2 2025. 113 funds tracked by Wall St. Rank hold QJUN as of Q2 2026.

EP Wealth Advisors held 5,435 shares of FT Vest Growth-100 Buffer ETF June worth $184K as of Q2 2026.
FT Vest Growth-100 Buffer ETF June was a new EP Wealth Advisors position in Q2 2026.
FT Vest Growth-100 Buffer ETF June made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1533 holding.
EP Wealth Advisors first reported a position in FT Vest Growth-100 Buffer ETF June in Q2 2025 and has held it in 2 quarters since.
EP Wealth Advisors's FT Vest Growth-100 Buffer ETF June position peaked at $239K in Q2 2025.
113 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.