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 Q2	$1.29M	Buy	31,290 +30,062	+2,448%	+$1.23M	0.15%	92
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	0.18%	84
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

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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LM Advisors's GJUN Position: Q2 2026 in Review

LM Advisors increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 2,448% in Q2 2026, buying an estimated $1.23M and bringing the position to 31,290 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #92.

LM Advisors first reported a position in GJUN in Q4 2023 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

LM Advisors held 31,290 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.29M as of Q2 2026.
LM Advisors bought 30,062 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $1.23M.
FT Vest US Equity Moderate Buffer ETF June made up 0.15% of LM Advisors's portfolio in Q2 2026, its #92 holding.
LM Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2023 and has held it in 11 quarters since.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.