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

FSB Premier 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
Q2 		$685K Buy
11,434
+2,184
+24% +$129K 0.19% 122
2026
Q1 		$523K Hold
9,250
– – 0.16% 134
2025
Q4 		$528K Buy
9,250
+250
+3% +$14.1K 0.17% 133
2025
Q3 		$504K Buy
9,000
+425
+5% +$23.3K 0.17% 133
2025
Q2 		$460K Sell
8,575
-987
-10% -$50.1K 0.16% 137
2025
Q1 		$477K Hold
9,562
– – 0.19% 125
2024
Q4 		$491K Hold
9,562
– – 0.2% 121
2024
Q3 		$483K Hold
9,562
– – 0.2% 117
2024
Q2 		$463K Buy
9,562
+1,668
+21% +$79K 0.21% 112
2024
Q1 		$371K Sell
7,894
-5,026
-39% -$229K 0.17% 119
2023
Q4 		$570K Sell
12,920
-12
-0.1% -$502 0.29% 77
2023
Q3 		$524K Sell
12,932
-2,450
-16% -$102K 0.29% 81
2023
Q2 		$637K Buy
15,382
+1,441
+10% +$56.5K 0.35% 63
2023
Q1 		$534K Hold
13,941
– – 0.3% 74
2022
Q4 		$503K Sell
13,941
-4,427
-24% -$159K 0.28% 74
2022
Q3 		$625K Buy
18,368
+7,517
+69% +$273K 0.37% 57
2022
Q2 		$381K Buy
10,851
+4,356
+67% +$156K 0.21% 94
2022
Q1 		$237K Buy
6,495
+1,920
+42% +$71.3K 0.12% 122
2021
Q4 		$173K Buy
+4,575
New +$171K 0.07% 134

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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

FSB Premier Wealth Management's FJUN Position: Q2 2026 in Review

FSB Premier Wealth Management increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 24% in Q2 2026, buying an estimated $129K and bringing the position to 11,434 shares worth $685K. The position accounts for 0.19% of the portfolio, ranked #122.

FSB Premier Wealth Management first reported a position in FJUN in Q4 2021 and has held it in 19 quarters since. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • FSB Premier Wealth Management held 11,434 shares of FT Vest US Equity Buffer ETF June worth $685K as of Q2 2026.
  • FSB Premier Wealth Management bought 2,184 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $129K.
  • FT Vest US Equity Buffer ETF June made up 0.19% of FSB Premier Wealth Management's portfolio in Q2 2026, its #122 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q4 2021 and has held it in 19 quarters since.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.