LFG
JUNM

Larson Financial Group’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Larson Financial Group’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,533
Closed -$207K – 3217
2024
Q4 		$207K Hold
6,533
– – 0.01% 557
2024
Q3 		$205K Hold
6,533
– – 0.01% 573
2024
Q2 		$200K Buy
+6,533
New +$200K 0.01% 465

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

Larson Financial Group's JUNM Position: Q1 2025 in Review

Larson Financial Group sold out of FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q1 2025, closing a stake of 6,533 shares — an estimated $207K sold.

Larson Financial Group first reported a position in JUNM in Q2 2024 and held it in 3 quarters. The position peaked at $207K in Q4 2024. 51 funds tracked by Wall St. Rank hold JUNM as of Q1 2025.

  • Larson Financial Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - June position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 6,533 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2025, an estimated $207K.
  • Larson Financial Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and held it in 3 quarters.
  • Larson Financial Group's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $207K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.