Gries Financial’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Gries Financial’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
2025 Q3	$324K	Sell	8,330 -6,252	-43%	-$239K	0.05%	223
2025 Q2	$548K	Sell	14,582 -5,487	-27%	-$197K	0.1%	160
2025 Q1	$706K	Sell	20,069 -3,102	-13%	-$112K	0.14%	136
2024 Q4	$834K	Sell	23,171 -8,969	-28%	-$322K	0.15%	133
2024 Q3	$1.14M	Buy	+32,140	New	+$1.11M	0.21%	114

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

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

FIBOI

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

KAS

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

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

Gries Financial's GJUN Position: Q3 2025 in Review

Gries Financial reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 43% in Q3 2025, selling an estimated $239K and leaving 8,330 shares worth $324K. The position accounts for 0.05% of the portfolio, ranked #223.

Gries Financial first reported a position in GJUN in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.14M in Q3 2024. 111 funds tracked by Wall St. Rank hold GJUN as of Q3 2025.

Gries Financial held 8,330 shares of FT Vest US Equity Moderate Buffer ETF June worth $324K as of Q3 2025.
Gries Financial sold 6,252 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2025, an estimated $239K.
FT Vest US Equity Moderate Buffer ETF June made up 0.05% of Gries Financial's portfolio in Q3 2025, its #223 holding.
Gries Financial first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2024 and has held it in 5 quarters since.
Gries Financial's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.14M in Q3 2024.
111 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.