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

Foguth 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
2026 Q3	$3.83M	Sell	62,534 -2,307	-4%	-$140K	0.39%	51
2026 Q2	$3.88M	Sell	64,841 -1,801	-3%	-$107K	0.44%	53
2026 Q1	$3.98M	Sell	66,642 -22,730	-25%	-$1.3M	0.46%	49
2025 Q4	$5.11M	Buy	+89,372	New	+$5.04M	0.79%	46
2025 Q2	$11.9M	Buy	221,547 +104,294	+89%	+$5.3M	2.54%	12
2025 Q1	$5.85M	Buy	117,253 +36,303	+45%	+$1.87M	1.42%	20
2024 Q4	$4.27M	Buy	80,950 +71,851	+790%	+$3.69M	1.12%	27
2024 Q3	$458K	Buy	9,099 +258	+3%	+$12.6K	0.17%	77
2024 Q2	$428K	Buy	+8,841	New	+$419K	0.19%	72

Other funds holding FJUN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return

Avantra Family Wealth Mechanicsburg, Pennsylvania $167M AUM 30.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

Financial Guidance Group Palm Harbor, Florida $279M AUM 14.19% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management's FJUN Position: Q3 2026 in Review

Foguth Wealth Management reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 3.6% in Q3 2026, selling an estimated $140K and leaving 62,534 shares worth $3.83M. The position accounts for 0.39% of the portfolio, ranked #51.

Foguth Wealth Management first reported a position in FJUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.9M in Q2 2025. 35 funds tracked by Wall St. Rank hold FJUN as of Q3 2026.

Foguth Wealth Management held 62,534 shares of FT Vest US Equity Buffer ETF June worth $3.83M as of Q3 2026.
Foguth Wealth Management sold 2,307 FT Vest US Equity Buffer ETF June shares in Q3 2026, an estimated $140K.
FT Vest US Equity Buffer ETF June made up 0.39% of Foguth Wealth Management's portfolio in Q3 2026, its #51 holding.
Foguth Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and has held it in 9 quarters since.
Foguth Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $11.9M in Q2 2025.
35 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.