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

LM 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
2026 Q1	$31.3K	Sell	1,228 -11	-0.9%	-$437	0.49%	52
2025 Q4	$31.3K	Sell	1,239 -30,051	-96%	-$1.18M	0.56%	48
2025 Q3	$1.22M	Hold	31,290	–	–	0.18%	83
2025 Q2	$1.18M	Hold	31,290	–	–	0.15%	74
2025 Q1	$1.1M	Hold	31,290	–	–	0.2%	83
2024 Q4	$1.13M	Buy	31,290 +10,080	+48%	+$362K	0.2%	80
2024 Q3	$751K	Sell	21,210 -8,050	-28%	-$278K	0.15%	94
2024 Q2	$998K	Buy	29,260 +210	+0.7%	+$7.06K	﹤0.01%	93
2024 Q1	$969K	Buy	29,050 +13,266	+84%	+$432K	0.15%	98
2023 Q4	$502K	Buy	+15,784	New	+$481K	0.1%	116

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LM Advisors's GJUN Position: Q1 2026 in Review

LM Advisors reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 0.89% in Q1 2026, selling an estimated $437 and leaving 1,228 shares worth $31.3K. The position accounts for 0.49% of the portfolio, ranked #52.

LM Advisors first reported a position in GJUN in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

LM Advisors held 1,228 shares of FT Vest US Equity Moderate Buffer ETF June worth $31.3K as of Q1 2026.
LM Advisors sold 11 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $437.
FT Vest US Equity Moderate Buffer ETF June made up 0.49% of LM Advisors's portfolio in Q1 2026, its #52 holding.
LM Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2023 and has held it in 10 quarters since.
LM Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.22M in Q3 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on LM Advisors's 13F filing for Q1 2026, filed 14 May 2026.