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 Q2	$1.49M	Sell	36,071 -500	-1%	-$20.4K	0.28%	90
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Keystone Wealth Services reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 1.4% in Q2 2026, selling an estimated $20.4K and leaving 36,071 shares worth $1.49M. The position accounts for 0.28% of the portfolio, ranked #90.

Keystone Wealth Services first reported a position in GJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.44M in Q4 2025. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Keystone Wealth Services held 36,071 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.49M as of Q2 2026.
Keystone Wealth Services sold 500 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $20.4K.
FT Vest US Equity Moderate Buffer ETF June made up 0.28% of Keystone Wealth Services's portfolio in Q2 2026, its #90 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 13 quarters since.
Keystone Wealth Services's FT Vest US Equity Moderate Buffer ETF June position peaked at $5.44M in Q4 2025.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

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