Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Kingswood Wealth Advisors’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 Q1	–	Sell	-4,604	Closed	-$263K	–	942
2025 Q4	$263K	Sell	4,604 -110	-2%	-$6.2K	0.01%	729
2025 Q3	$264K	Sell	4,714 -964	-17%	-$52.8K	0.02%	668
2025 Q2	$305K	Sell	5,678 -1,803	-24%	-$91.6K	0.02%	564
2025 Q1	$375K	Sell	7,481 -6,515	-47%	-$336K	0.03%	472
2024 Q4	$719K	Buy	13,996 +6,850	+96%	+$352K	0.05%	345
2024 Q3	$360K	Buy	7,146 +2,446	+52%	+$120K	0.03%	534
2024 Q2	$227K	Buy	+4,700	New	+$223K	0.02%	603

Other funds holding FJUN

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

Kingswood Wealth Advisors's FJUN Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q1 2026, closing a stake of 4,604 shares — an estimated $263K sold.

Kingswood Wealth Advisors first reported a position in FJUN in Q2 2024 and held it in 7 quarters. The position peaked at $719K in Q4 2024. 148 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Kingswood Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 4,604 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $263K.
Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 7 quarters.
Kingswood Wealth Advisors's FT Vest US Equity Buffer ETF June position peaked at $719K in Q4 2024.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.