Madrona Financial Services
JUNM icon

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

Madrona Financial Services’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
Q3 		$575K Hold
16,222
– – 0.09% 86
2026
Q2 		$569K Buy
+16,222
New +$566K 0.1% 73

Other funds holding JUNM

Commonwealth Equity Services
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

Madrona Financial Services's JUNM Position: Q3 2026 in Review

Madrona Financial Services held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q3 2026 at 16,222 shares worth $575K. The position accounts for 0.09% of the portfolio, ranked #86.

Madrona Financial Services first reported a position in JUNM in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold JUNM as of Q3 2026.

  • Madrona Financial Services held 16,222 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $575K as of Q3 2026.
  • Madrona Financial Services left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q3 2026.
  • FT Vest U.S. Equity Max Buffer ETF - June made up 0.09% of Madrona Financial Services's portfolio in Q3 2026, its #86 holding.
  • Madrona Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.