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

Evolution 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
2026 Q1	$1.46K	Hold	37	–	–	﹤0.01%	767
2025 Q4	$1.47K	Sell	37 -201	-84%	-$7.86K	﹤0.01%	666
2025 Q3	$9.25K	Hold	238	–	–	0.01%	378
2025 Q2	$8.95K	Buy	+238	New	+$8.53K	0.01%	372

Other funds holding GJUN

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

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

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 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

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

Evolution Wealth Management's GJUN Position: Q1 2026 in Review

Evolution Wealth Management held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q1 2026 at 37 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Evolution Wealth Management first reported a position in GJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $9.25K in Q3 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Evolution Wealth Management held 37 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.46K as of Q1 2026.
Evolution Wealth Management left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #767 holding.
Evolution Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2025 and has held it in 4 quarters since.
Evolution Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $9.25K in Q3 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.