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Great Valley Advisor Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Great Valley Advisor Group’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 		$1.45M Buy
+35,099
New +$1.43M 0.02% 478

Other funds holding GJUN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
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

Great Valley Advisor Group's GJUN Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q2 2026: 35,099 shares worth $1.45M. The stake represents 0.02% of the portfolio and ranks #478 among its holdings.

135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

  • Great Valley Advisor Group held 35,099 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.45M as of Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF June was a new Great Valley Advisor Group position in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF June made up 0.02% of Great Valley Advisor Group's portfolio in Q2 2026, its #478 holding.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.