Independent Financial Group
GJUN icon

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

Independent Financial Group’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
Q3 		– Sell
-11,459
Closed -$472K – 1614
2026
Q2 		$472K Sell
11,459
-12,767
-53% -$520K 0.01% 1024
2026
Q1 		$955K Sell
24,226
-12,463
-34% -$495K 0.02% 643
2025
Q4 		$1.45M Sell
36,689
-2,909
-7% -$114K 0.03% 497
2025
Q3 		$1.54M Sell
39,598
-106,689
-73% -$4.08M 0.04% 470
2025
Q2 		$5.5M Sell
146,287
-2,829
-2% -$101K 0.15% 129
2025
Q1 		$5.24M Buy
149,116
+7,840
+6% +$283K 0.18% 111
2024
Q4 		$5.09M Buy
141,276
+23,566
+20% +$846K 0.17% 111
2024
Q3 		$4.17M Buy
117,710
+48,115
+69% +$1.66M 0.15% 121
2024
Q2 		$2.37M Buy
69,595
+8,654
+14% +$291K 0.1% 201
2024
Q1 		$2.03M Buy
60,941
+3,092
+5% +$101K 0.09% 218
2023
Q4 		$1.84M Buy
57,849
+26,381
+84% +$803K 0.1% 223
2023
Q3 		$932K Buy
+31,468
New +$951K 0.06% 334

Other funds holding GJUN

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return
SHFL
Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

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

Independent Financial Group sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q3 2026, closing a stake of 11,459 shares — an estimated $472K sold.

Independent Financial Group first reported a position in GJUN in Q3 2023 and held it in 12 quarters. The position peaked at $5.5M in Q2 2025. 12 funds tracked by Wall St. Rank hold GJUN as of Q3 2026.

  • Independent Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q3 2026 after selling out during the quarter.
  • Independent Financial Group sold 11,459 FT Vest US Equity Moderate Buffer ETF June shares in Q3 2026, an estimated $472K.
  • Independent Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and held it in 12 quarters.
  • Independent Financial Group's FT Vest US Equity Moderate Buffer ETF June position peaked at $5.5M in Q2 2025.
  • 12 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q3 2026.

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