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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Holistic Planning's GJUN Position: Q1 2026 in Review

Holistic Planning held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q1 2026 at 9,820 shares worth $387K. The position accounts for 0.08% of the portfolio, ranked #207.

Holistic Planning first reported a position in GJUN in Q3 2024 and has held it in 7 quarters since. The position peaked at $471K in Q3 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Holistic Planning held 9,820 shares of FT Vest US Equity Moderate Buffer ETF June worth $387K as of Q1 2026.
Holistic Planning left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF June made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #207 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2024 and has held it in 7 quarters since.
Holistic Planning's FT Vest US Equity Moderate Buffer ETF June position peaked at $471K in Q3 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.