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Lifeworks Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Lifeworks Advisors’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
2025
Q1 		– Sell
-9,256
Closed -$333K – 316
2024
Q4 		$333K Sell
9,256
-656
-7% -$23.6K 0.06% 212
2024
Q3 		$351K Hold
9,912
– – 0.07% 208
2024
Q2 		$338K Buy
+9,912
New +$333K 0.09% 164

Other funds holding GJUN

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lifeworks Advisors's GJUN Position: Q1 2025 in Review

Lifeworks Advisors sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2025, closing a stake of 9,256 shares — an estimated $333K sold.

Lifeworks Advisors first reported a position in GJUN in Q2 2024 and held it in 3 quarters. The position peaked at $351K in Q3 2024. 107 funds tracked by Wall St. Rank hold GJUN as of Q1 2025.

  • Lifeworks Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 9,256 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2025, an estimated $333K.
  • Lifeworks Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • Lifeworks Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $351K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.