LRWM
GJUN icon

Lord & Richards Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Lord & Richards Wealth Management’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
Q2 		– Sell
-18
Closed -$633 – 91
2025
Q1 		$633 Buy
+18
New +$651 ﹤0.01% 171

Other funds holding GJUN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return

Lord & Richards Wealth Management's GJUN Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q2 2025, closing a stake of 18 shares — an estimated $633 sold.

Lord & Richards Wealth Management first reported a position in GJUN in Q1 2025 and held it in 1 quarter. The position peaked at $633 in Q1 2025. 112 funds tracked by Wall St. Rank hold GJUN as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 18 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2025, an estimated $633.
  • Lord & Richards Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $633 in Q1 2025.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.