Foundations Investment Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Foundations Investment Advisors’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 Q2	$2.25M	Sell	37,548 -3,346	-8%	-$198K	0.02%	378
2026 Q1	$2.31M	Sell	40,894 -25	-0.1%	-$1.43K	0.03%	347
2025 Q4	$2.33M	Sell	40,919 -329	-0.8%	-$18.5K	0.03%	324
2025 Q3	$2.31M	Sell	41,248 -911	-2%	-$49.9K	0.03%	304
2025 Q2	$2.26M	Buy	42,159 +10,355	+33%	+$526K	0.04%	297
2025 Q1	$1.59M	Sell	31,804 -724	-2%	-$37.4K	0.03%	325
2024 Q4	$1.67M	Sell	32,528 -1,328	-4%	-$68.2K	0.03%	315
2024 Q3	$1.71M	Sell	33,856 -1,268	-4%	-$62.1K	0.04%	290
2024 Q2	$1.7M	Buy	+35,124	New	+$1.66M	0.04%	254

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Foundations Investment Advisors's FJUN Position: Q2 2026 in Review

Foundations Investment Advisors reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 8.2% in Q2 2026, selling an estimated $198K and leaving 37,548 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #378.

Foundations Investment Advisors first reported a position in FJUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.33M in Q4 2025. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Foundations Investment Advisors held 37,548 shares of FT Vest US Equity Buffer ETF June worth $2.25M as of Q2 2026.
Foundations Investment Advisors sold 3,346 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $198K.
FT Vest US Equity Buffer ETF June made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #378 holding.
Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and has held it in 9 quarters since.
Foundations Investment Advisors's FT Vest US Equity Buffer ETF June position peaked at $2.33M in Q4 2025.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.