James T. Borello’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

James T. Borello’s Portfolio JUNM Stock Details JUNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$129K	Hold	3,636	–	–	0.03%	149
2026 Q2	$128K	Hold	3,636	–	–	0.03%	144
2026 Q1	$125K	Hold	3,636	–	–	0.03%	138
2025 Q4	$125K	Hold	3,636	–	–	0.03%	121
2025 Q3	$123K	Hold	3,636	–	–	0.03%	115
2025 Q2	$121K	Buy	+3,636	New	+$116K	0.04%	106

Other funds holding JUNM

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

James T. Borello's JUNM Position: Q3 2026 in Review

James T. Borello held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q3 2026 at 3,636 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #149.

James T. Borello first reported a position in JUNM in Q2 2025 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold JUNM as of Q3 2026.

James T. Borello held 3,636 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $129K as of Q3 2026.
James T. Borello left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.03% of James T. Borello's portfolio in Q3 2026, its #149 holding.
James T. Borello first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2025 and has held it in 6 quarters since.
25 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.