Gallagher Fiduciary Advisors’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio JUNM Stock Details JUNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.49M	Buy	42,434 +1,349	+3%	+$47K	0.05%	80
2026 Q1	$1.41M	Buy	41,085 +1,251	+3%	+$43K	0.05%	58
2025 Q4	$1.36M	Buy	39,834 +180	+0.5%	+$6.12K	0.04%	75
2025 Q3	$1.34M	Sell	39,654 -62	-0.2%	-$2.08K	0.05%	64
2025 Q2	$1.32M	Sell	39,716 -38,457	-49%	-$1.23M	0.05%	62
2025 Q1	$2.46M	Sell	78,173 -2,217	-3%	-$70.6K	0.08%	54
2024 Q4	$2.55M	Buy	80,390 +5,090	+7%	+$161K	0.5%	32
2024 Q3	$2.37M	Buy	75,300 +65,622	+678%	+$2.03M	0.48%	31
2024 Q2	$296K	Buy	+9,678	New	+$296K	0.07%	161

Other funds holding JUNM

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Gallagher Fiduciary Advisors's JUNM Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 3.3% in Q2 2026, buying an estimated $47K and bringing the position to 42,434 shares worth $1.49M. The position accounts for 0.05% of the portfolio, ranked #80.

Gallagher Fiduciary Advisors first reported a position in JUNM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.55M in Q4 2024. 57 funds tracked by Wall St. Rank hold JUNM as of Q2 2026.

Gallagher Fiduciary Advisors held 42,434 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $1.49M as of Q2 2026.
Gallagher Fiduciary Advisors bought 1,349 FT Vest U.S. Equity Max Buffer ETF - June shares in Q2 2026, an estimated $47K.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.05% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #80 holding.
Gallagher Fiduciary Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and has held it in 9 quarters since.
Gallagher Fiduciary Advisors's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $2.55M in Q4 2024.
57 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q2 2026.

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