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

Foundations Investment Advisors’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 Q2	$1.88M	Sell	45,627 -1,712	-4%	-$69.8K	0.02%	413
2026 Q1	$1.87M	Buy	47,339 +535	+1%	+$21.2K	0.02%	392
2025 Q4	$1.85M	Sell	46,804 -850	-2%	-$33.3K	0.02%	368
2025 Q3	$1.85M	Sell	47,654 -2,275	-5%	-$86.9K	0.03%	325
2025 Q2	$1.88M	Sell	49,929 -27,027	-35%	-$968K	0.03%	316
2025 Q1	$2.71M	Sell	76,956 -2,113	-3%	-$76.4K	0.05%	261
2024 Q4	$2.85M	Sell	79,069 -2,509	-3%	-$90.1K	0.05%	240
2024 Q3	$2.89M	Sell	81,578 -1,218	-1%	-$42K	0.06%	228
2024 Q2	$2.82M	Buy	82,796 +49,485	+149%	+$1.66M	0.07%	203
2024 Q1	$1.11M	Sell	33,311 -129	-0.4%	-$4.2K	0.03%	308
2023 Q4	$1.08M	Sell	33,440 -92,732	-73%	-$2.82M	0.03%	299
2023 Q3	$3.74M	Sell	126,172 -1,708	-1%	-$51.6K	0.12%	146
2023 Q2	$3.85M	Buy	+127,880	New	+$3.82M	0.13%	116

Other funds holding GJUN

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

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

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

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

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

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

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

Foundations Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 3.6% in Q2 2026, selling an estimated $69.8K and leaving 45,627 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #413.

Foundations Investment Advisors first reported a position in GJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.85M in Q2 2023. 136 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Foundations Investment Advisors held 45,627 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.88M as of Q2 2026.
Foundations Investment Advisors sold 1,712 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $69.8K.
FT Vest US Equity Moderate Buffer ETF June made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #413 holding.
Foundations Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
Foundations Investment Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $3.85M in Q2 2023.
136 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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