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

Holistic Planning’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	$513K	Buy	12,455 +2,635	+27%	+$107K	0.08%	202
2026 Q1	$387K	Hold	9,820	–	–	0.08%	207
2025 Q4	$389K	Sell	9,820 -2,301	-19%	-$90K	0.08%	193
2025 Q3	$471K	Buy	12,121 +660	+6%	+$25.2K	0.12%	132
2025 Q2	$431K	Buy	11,461 +2,036	+22%	+$72.9K	0.12%	134
2025 Q1	$331K	Sell	9,425 -293	-3%	-$10.6K	0.11%	132
2024 Q4	$350K	Hold	9,718	–	–	0.13%	115
2024 Q3	$344K	Buy	+9,718	New	+$336K	0.15%	102

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

Holistic Planning's GJUN Position: Q2 2026 in Review

Holistic Planning increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 27% in Q2 2026, buying an estimated $107K and bringing the position to 12,455 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #202.

Holistic Planning first reported a position in GJUN in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Holistic Planning held 12,455 shares of FT Vest US Equity Moderate Buffer ETF June worth $513K as of Q2 2026.
Holistic Planning bought 2,635 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $107K.
FT Vest US Equity Moderate Buffer ETF June made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #202 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2024 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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