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

EPG 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
2025 Q2	–	Sell	-15,250	Closed	-$761K	–	350
2025 Q1	$761K	Hold	15,250	–	–	0.21%	131
2024 Q4	$784K	Hold	15,250	–	–	0.21%	127
2024 Q3	$770K	Buy	+15,250	New	+$747K	0.19%	131
2024 Q2	–	Sell	-14,370	Closed	-$681K	–	134
2024 Q1	$676K	Hold	14,370	–	–	0.17%	149
2023 Q4	$651K	Hold	14,370	–	–	0.17%	139
2023 Q3	$583K	Hold	14,370	–	–	0.18%	136
2023 Q2	$595K	Hold	14,370	–	–	0.18%	133
2023 Q1	$550K	Sell	14,370 -700	-5%	-$26.1K	0.17%	136
2022 Q4	$544K	Hold	15,070	–	–	0.21%	102
2022 Q3	$513K	Hold	15,070	–	–	0.21%	99
2022 Q2	$530K	Buy	+15,070	New	+$540K	0.23%	96

Other funds holding FJUN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

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

KWS

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

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

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

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

EPG Wealth Management's FJUN Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2025, closing a stake of 15,250 shares — an estimated $761K sold.

EPG Wealth Management first reported a position in FJUN in Q2 2022 and held it in 11 quarters. The position peaked at $784K in Q4 2024. 135 funds tracked by Wall St. Rank hold FJUN as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 15,250 FT Vest US Equity Buffer ETF June shares in Q2 2025, an estimated $761K.
EPG Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and held it in 11 quarters.
EPG Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $784K in Q4 2024.
135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.