LPL Financial
JUNM

LPL Financial’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

LPL Financial’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.19M Sell
34,749
-1,255
-3% -$43.1K ﹤0.01% 4027
2025
Q4 		$1.23M Buy
36,004
+1,146
+3% +$39K ﹤0.01% 3854
2025
Q3 		$1.18M Buy
34,858
+6,598
+23% +$221K ﹤0.01% 3838
2025
Q2 		$941K Buy
28,260
+15,312
+118% +$489K ﹤0.01% 3812
2025
Q1 		$407K Buy
12,948
+1,449
+13% +$46.2K ﹤0.01% 4351
2024
Q4 		$365K Buy
+11,499
New +$364K ﹤0.01% 4354

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

LPL Financial's JUNM Position: Q1 2026 in Review

LPL Financial reduced its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 3.5% in Q1 2026, selling an estimated $43.1K and leaving 34,749 shares worth $1.19M. The position accounts for ﹤0.01% of the portfolio, ranked #4027.

LPL Financial first reported a position in JUNM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2025. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

  • LPL Financial held 34,749 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $1.19M as of Q1 2026.
  • LPL Financial sold 1,255 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2026, an estimated $43.1K.
  • FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4027 holding.
  • LPL Financial first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q4 2024 and has held it in 6 quarters since.
  • LPL Financial's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $1.23M in Q4 2025.
  • 52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.