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Independent Financial Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Independent Financial Group’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
Q3 		$396K Buy
6,476
+1,419
+28% +$86.2K 0.01% 1115
2026
Q2 		$303K Sell
5,057
-689
-12% -$40.7K 0.01% 1241
2026
Q1 		$325K Hold
5,746
– – 0.01% 1121
2025
Q4 		$328K Sell
5,746
-607
-10% -$34.2K 0.01% 1104
2025
Q3 		$355K Hold
6,353
– – 0.01% 1004
2025
Q2 		$341K Sell
6,353
-697
-10% -$35.4K 0.01% 964
2025
Q1 		$352K Buy
7,050
+131
+2% +$6.76K 0.01% 864
2024
Q4 		$355K Hold
6,919
– – 0.01% 835
2024
Q3 		$350K Hold
6,919
– – 0.01% 813
2024
Q2 		$335K Buy
+6,919
New +$328K 0.01% 777

Other funds holding FJUN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LSL
Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Independent Financial Group's FJUN Position: Q3 2026 in Review

Independent Financial Group increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 28% in Q3 2026, buying an estimated $86.2K and bringing the position to 6,476 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1115.

Independent Financial Group first reported a position in FJUN in Q2 2024 and has held it in 10 quarters since. 7 funds tracked by Wall St. Rank hold FJUN as of Q3 2026.

  • Independent Financial Group held 6,476 shares of FT Vest US Equity Buffer ETF June worth $396K as of Q3 2026.
  • Independent Financial Group bought 1,419 FT Vest US Equity Buffer ETF June shares in Q3 2026, an estimated $86.2K.
  • FT Vest US Equity Buffer ETF June made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1115 holding.
  • Independent Financial Group first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and has held it in 10 quarters since.
  • 7 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.