Legacy Capital Wealth Partners’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Legacy Capital Wealth Partners’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 Q2	$9.03M	Buy	150,577 +3,047	+2%	+$180K	1.73%	7
2026 Q1	$8.34M	Buy	147,530 +6,577	+5%	+$376K	1.72%	8
2025 Q4	$8.04M	Sell	140,953 -10,475	-7%	-$590K	1.73%	8
2025 Q3	$8.47M	Buy	151,428 +28,392	+23%	+$1.56M	1.84%	6
2025 Q2	$6.6M	Buy	+123,036	New	+$6.25M	1.5%	12
2022 Q1	–	Sell	-450,323	Closed	-$17.1M	–	56
2021 Q4	$17.1M	Sell	450,323 -24,079	-5%	-$899K	7.06%	3
2021 Q3	$17.2M	Sell	474,402 -16,333	-3%	-$598K	6.72%	1
2021 Q2	$17.7M	Sell	490,735 -4,607	-0.9%	-$163K	9.55%	2
2021 Q1	$17.3M	Buy	495,342 +7,165	+1%	+$247K	7.16%	4
2020 Q4	$16.6M	Buy	+488,177	New	+$16.2M	7.13%	4

Other funds holding FJUN

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 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

Legacy Capital Wealth Partners's FJUN Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 2.1% in Q2 2026, buying an estimated $180K and bringing the position to 150,577 shares worth $9.03M. The position accounts for 1.73% of the portfolio, ranked #7.

Legacy Capital Wealth Partners first reported a position in FJUN in Q4 2020 and has held it in 10 quarters since. The position peaked at $17.7M in Q2 2021. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Legacy Capital Wealth Partners held 150,577 shares of FT Vest US Equity Buffer ETF June worth $9.03M as of Q2 2026.
Legacy Capital Wealth Partners bought 3,047 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $180K.
FT Vest US Equity Buffer ETF June made up 1.73% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #7 holding.
Legacy Capital Wealth Partners first reported a position in FT Vest US Equity Buffer ETF June in Q4 2020 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's FT Vest US Equity Buffer ETF June position peaked at $17.7M in Q2 2021.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.