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Holistic Planning’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Holistic Planning’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 		$404K Buy
6,740
+548
+9% +$32.4K 0.06% 237
2026
Q1 		$350K Hold
6,192
– – 0.07% 223
2025
Q4 		$353K Sell
6,192
-1,611
-21% -$90.8K 0.08% 203
2025
Q3 		$437K Buy
7,803
+541
+7% +$29.6K 0.11% 143
2025
Q2 		$390K Buy
7,262
+519
+8% +$26.4K 0.11% 145
2025
Q1 		$336K Hold
6,743
– – 0.11% 129
2024
Q4 		$346K Hold
6,743
– – 0.13% 116
2024
Q3 		$341K Buy
+6,743
New +$330K 0.14% 103

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Raymond James Financial
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
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

Holistic Planning's FJUN Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 8.9% in Q2 2026, buying an estimated $32.4K and bringing the position to 6,740 shares worth $404K. The position accounts for 0.06% of the portfolio, ranked #237.

Holistic Planning first reported a position in FJUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $437K in Q3 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Holistic Planning held 6,740 shares of FT Vest US Equity Buffer ETF June worth $404K as of Q2 2026.
  • Holistic Planning bought 548 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $32.4K.
  • FT Vest US Equity Buffer ETF June made up 0.06% of Holistic Planning's portfolio in Q2 2026, its #237 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Buffer ETF June in Q3 2024 and has held it in 8 quarters since.
  • Holistic Planning's FT Vest US Equity Buffer ETF June position peaked at $437K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.