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

Keystone Wealth Services’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 Q1	$1.44M	Sell	36,571 -98,790	-73%	-$3.92M	0.31%	83
2025 Q4	$5.44M	Buy	135,361 +98,759	+270%	+$3.86M	1.15%	19
2025 Q3	$1.42M	Buy	36,602 +27	+0.1%	+$1.03K	0.31%	75
2025 Q2	$1.38M	Sell	36,575 -5,261	-13%	-$188K	0.33%	72
2025 Q1	$1.47M	Hold	41,836	–	–	0.4%	56
2024 Q4	$1.51M	Hold	41,836	–	–	0.4%	57
2024 Q3	$1.48M	Buy	41,836 +800	+2%	+$27.6K	0.41%	57
2024 Q2	$1.4M	Hold	41,036	–	–	0.44%	56
2024 Q1	$1.37M	Sell	41,036 -34	-0.1%	-$1.11K	0.44%	54
2023 Q4	$1.31M	Buy	41,070 +1,660	+4%	+$50.5K	0.45%	53
2023 Q3	$1.17M	Buy	39,410 +25,412	+182%	+$768K	0.44%	54
2023 Q2	$422K	Buy	+13,998	New	+$418K	0.16%	130

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Keystone Wealth Services's GJUN Position: Q1 2026 in Review

Keystone Wealth Services reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 73% in Q1 2026, selling an estimated $3.92M and leaving 36,571 shares worth $1.44M. The position accounts for 0.31% of the portfolio, ranked #83.

Keystone Wealth Services first reported a position in GJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.44M in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Keystone Wealth Services held 36,571 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.44M as of Q1 2026.
Keystone Wealth Services sold 98,790 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $3.92M.
FT Vest US Equity Moderate Buffer ETF June made up 0.31% of Keystone Wealth Services's portfolio in Q1 2026, its #83 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
Keystone Wealth Services's FT Vest US Equity Moderate Buffer ETF June position peaked at $5.44M in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.