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

EPG Wealth Management’s Portfolio GJUN Stock Details GJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-39,300	Closed	-$1.38M	–	366
2025 Q1	$1.38M	Hold	39,300	–	–	0.38%	73
2024 Q4	$1.41M	Hold	39,300	–	–	0.37%	70
2024 Q3	$1.39M	Buy	+39,300	New	+$1.36M	0.35%	76
2024 Q2	–	Hold	0	–	–	–	85

Other funds holding GJUN

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

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

KAS

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

AFW

Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return

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

EPG Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q2 2025, closing a stake of 39,300 shares — an estimated $1.38M sold.

EPG Wealth Management first reported a position in GJUN in Q3 2024 and held it in 3 quarters. The position peaked at $1.41M in Q4 2024. 112 funds tracked by Wall St. Rank hold GJUN as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 39,300 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2025, an estimated $1.38M.
EPG Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2024 and held it in 3 quarters.
EPG Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.41M in Q4 2024.
112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2025.

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