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
2025 Q2	$239K	Buy	+8,085	New	+$223K	﹤0.01%	1152

Other funds holding QJUN

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

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

EP Wealth Advisors's QJUN Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in FT Vest Growth-100 Buffer ETF June (QJUN) in Q2 2025: 8,085 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1152 among its holdings.

109 funds tracked by Wall St. Rank hold QJUN as of Q2 2025.

EP Wealth Advisors held 8,085 shares of FT Vest Growth-100 Buffer ETF June worth $239K as of Q2 2025.
FT Vest Growth-100 Buffer ETF June was a new EP Wealth Advisors position in Q2 2025.
FT Vest Growth-100 Buffer ETF June made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1152 holding.
109 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.