Harvest Investment Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Harvest Investment Services’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	$296K	Sell	4,936 -810	-14%	-$47.9K	0.05%	313
2026 Q1	$325K	Buy	5,746 +53	+0.9%	+$3.03K	0.06%	254
2025 Q4	$325K	Sell	5,693 -56	-1%	-$3.16K	0.06%	253
2025 Q3	$322K	Sell	5,749 -4,720	-45%	-$259K	0.06%	246
2025 Q2	$562K	Buy	10,469 +3,955	+61%	+$201K	0.13%	185
2025 Q1	$325K	Sell	6,514 -1,599	-20%	-$82.5K	0.09%	199
2024 Q4	$417K	Sell	8,113 -303	-4%	-$15.6K	0.1%	187
2024 Q3	$425K	Buy	8,416 +191	+2%	+$9.36K	0.14%	152
2024 Q2	$398K	Buy	+8,225	New	+$390K	0.16%	131

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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 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

Harvest Investment Services's FJUN Position: Q2 2026 in Review

Harvest Investment Services reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 14% in Q2 2026, selling an estimated $47.9K and leaving 4,936 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #313.

Harvest Investment Services first reported a position in FJUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $562K in Q2 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Harvest Investment Services held 4,936 shares of FT Vest US Equity Buffer ETF June worth $296K as of Q2 2026.
Harvest Investment Services sold 810 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $47.9K.
FT Vest US Equity Buffer ETF June made up 0.05% of Harvest Investment Services's portfolio in Q2 2026, its #313 holding.
Harvest Investment Services first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and has held it in 9 quarters since.
Harvest Investment Services's FT Vest US Equity Buffer ETF June position peaked at $562K in Q2 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.