KWS
FJUN icon

Keystone Wealth Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Keystone Wealth Services’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 		$10.6M Sell
176,510
-843
-0.5% -$49.9K 1.96% 7
2026
Q1 		$10M Buy
+177,353
New +$10.2M 2.14% 6
2025
Q4 		– Sell
-203,388
Closed -$11.4M – 262
2025
Q3 		$11.4M Sell
203,388
-1,028
-0.5% -$56.3K 2.48% 6
2025
Q2 		$11M Buy
204,416
+19,529
+11% +$992K 2.65% 5
2025
Q1 		$9.22M Sell
184,887
-4,652
-2% -$240K 2.5% 5
2024
Q4 		$9.74M Sell
189,539
-2,838
-1% -$146K 2.58% 5
2024
Q3 		$9.72M Buy
192,377
+750
+0.4% +$36.8K 2.69% 4
2024
Q2 		$9.27M Sell
191,627
-46,923
-20% -$2.22M 2.89% 4
2024
Q1 		$11.2M Buy
238,550
+41
+0% +$1.87K 3.65% 3
2023
Q4 		$10.5M Sell
238,509
-3,826
-2% -$160K 3.61% 3
2023
Q3 		$9.82M Buy
242,335
+1,778
+0.7% +$74K 3.73% 3
2023
Q2 		$9.97M Buy
240,557
+115,797
+93% +$4.54M 3.72% 3
2023
Q1 		$4.78M Hold
124,760
– – 1.95% 11
2022
Q4 		$4.5M Sell
124,760
-267
-0.2% -$9.59K 1.96% 9
2022
Q3 		$4.25M Sell
125,027
-7,107
-5% -$258K 2.01% 13
2022
Q2 		$4.65M Buy
132,134
+6,962
+6% +$250K 2.08% 11
2022
Q1 		$4.73M Hold
125,172
– – 1.88% 14
2021
Q4 		$4.75M Buy
+125,172
New +$4.67M 1.93% 11

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Keystone Wealth Services's FJUN Position: Q2 2026 in Review

Keystone Wealth Services reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 0.48% in Q2 2026, selling an estimated $49.9K and leaving 176,510 shares worth $10.6M. The position accounts for 1.96% of the portfolio, ranked #7.

Keystone Wealth Services first reported a position in FJUN in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.4M in Q3 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Keystone Wealth Services held 176,510 shares of FT Vest US Equity Buffer ETF June worth $10.6M as of Q2 2026.
  • Keystone Wealth Services sold 843 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $49.9K.
  • FT Vest US Equity Buffer ETF June made up 1.96% of Keystone Wealth Services's portfolio in Q2 2026, its #7 holding.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Buffer ETF June in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's FT Vest US Equity Buffer ETF June position peaked at $11.4M in Q3 2025.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.