GoalVest Advisory’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

GoalVest Advisory’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	$170K	Hold	4,116	–	–	0.03%	129
2026 Q1	$162K	Buy	4,116 +251	+6%	+$9.96K	0.03%	155
2025 Q4	$153K	Hold	3,865	–	–	0.03%	161
2025 Q3	$150K	Hold	3,865	–	–	0.03%	148
2025 Q2	$145K	Hold	3,865	–	–	0.04%	150
2025 Q1	$136K	Hold	3,865	–	–	0.04%	137
2024 Q4	$139K	Hold	3,865	–	–	0.04%	133
2024 Q3	$137K	Buy	3,865 +49	+1%	+$1.69K	0.04%	127
2024 Q2	$130K	Sell	3,816 -608	-14%	-$20.4K	0.04%	125
2024 Q1	$148K	Hold	4,424	–	–	0.05%	128
2023 Q4	$141K	Hold	4,424	–	–	0.06%	80
2023 Q3	$131K	Buy	+4,424	New	+$134K	0.07%	88

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 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

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

KAS

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

GoalVest Advisory's GJUN Position: Q2 2026 in Review

GoalVest Advisory held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q2 2026 at 4,116 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #129.

GoalVest Advisory first reported a position in GJUN in Q3 2023 and has held it in 12 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

GoalVest Advisory held 4,116 shares of FT Vest US Equity Moderate Buffer ETF June worth $170K as of Q2 2026.
GoalVest Advisory left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF June made up 0.03% of GoalVest Advisory's portfolio in Q2 2026, its #129 holding.
GoalVest Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and has held it in 12 quarters since.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.