IWA
FJUN icon

Icon Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Icon Wealth Advisors’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
Q1 		$231K Sell
3,923
-234
-6% -$13.4K 0.02% 362
2025
Q4 		$237K Sell
4,157
-332
-7% -$18.7K 0.02% 355
2025
Q3 		$251K Hold
4,489
– – 0.02% 340
2025
Q2 		$241K Sell
4,489
-2,477
-36% -$126K 0.02% 345
2025
Q1 		$348K Sell
6,966
-261
-4% -$13.5K 0.03% 276
2024
Q4 		$371K Sell
7,227
-184
-2% -$9.44K 0.03% 265
2024
Q3 		$374K Hold
7,411
– – 0.03% 251
2024
Q2 		$362K Buy
7,411
+47
+0.6% +$2.23K 0.03% 252
2024
Q1 		$346K Sell
7,364
-2,305
-24% -$105K 0.03% 256
2023
Q4 		$427K Buy
+9,669
New +$405K 0.04% 213

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AssetMark Inc
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Raymond James Financial
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Carson Wealth (CWM LLC)
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KWS
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LCWP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return