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Kingswood Wealth Advisors’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Kingswood Wealth Advisors’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,475
Closed -$201K – 902
2025
Q3 		$201K Buy
+6,475
New +$196K 0.01% 764
2025
Q1 		– Sell
-8,566
Closed -$240K – 807
2024
Q4 		$240K Buy
+8,566
New +$237K 0.02% 683

Other funds holding QJUN

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingswood Wealth Advisors's QJUN Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of FT Vest Growth-100 Buffer ETF June (QJUN) in Q4 2025, closing a stake of 6,475 shares — an estimated $201K sold.

Kingswood Wealth Advisors first reported a position in QJUN in Q4 2024 and held it in 2 quarters. The position peaked at $240K in Q4 2024. 106 funds tracked by Wall St. Rank hold QJUN as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining FT Vest Growth-100 Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,475 FT Vest Growth-100 Buffer ETF June shares in Q4 2025, an estimated $201K.
  • Kingswood Wealth Advisors first reported a position in FT Vest Growth-100 Buffer ETF June in Q4 2024 and held it in 2 quarters.
  • Kingswood Wealth Advisors's FT Vest Growth-100 Buffer ETF June position peaked at $240K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.