Modern Wealth Management’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Modern Wealth Management’s Portfolio FJUN Stock Details FJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$900K	Buy	15,005 +2,857	+24%	+$169K	0.01%	542
2026 Q1	$690K	Sell	12,148 -7,986	-40%	-$457K	0.01%	501
2025 Q4	$1.15M	Buy	20,134 +7,823	+64%	+$441K	0.02%	381
2025 Q3	$689K	Buy	12,311 +4,811	+64%	+$264K	0.01%	450
2025 Q2	$403K	Buy	+7,500	New	+$381K	0.01%	534

Other funds holding FJUN

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Modern Wealth Management's FJUN Position: Q2 2026 in Review

Modern Wealth Management increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 24% in Q2 2026, buying an estimated $169K and bringing the position to 15,005 shares worth $900K. The position accounts for 0.01% of the portfolio, ranked #542.

Modern Wealth Management first reported a position in FJUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.15M in Q4 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Modern Wealth Management held 15,005 shares of FT Vest US Equity Buffer ETF June worth $900K as of Q2 2026.
Modern Wealth Management bought 2,857 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $169K.
FT Vest US Equity Buffer ETF June made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #542 holding.
Modern Wealth Management first reported a position in FT Vest US Equity Buffer ETF June in Q2 2025 and has held it in 5 quarters since.
Modern Wealth Management's FT Vest US Equity Buffer ETF June position peaked at $1.15M in Q4 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.