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 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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 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

Independent Financial Group's FJUN Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 12% in Q2 2026, selling an estimated $40.7K and leaving 5,057 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1241.

Independent Financial Group first reported a position in FJUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $355K in Q4 2024. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Independent Financial Group held 5,057 shares of FT Vest US Equity Buffer ETF June worth $303K as of Q2 2026.
Independent Financial Group sold 689 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $40.7K.
FT Vest US Equity Buffer ETF June made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1241 holding.
Independent Financial Group first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and has held it in 9 quarters since.
Independent Financial Group's FT Vest US Equity Buffer ETF June position peaked at $355K in Q4 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.