MWM
QJUN icon

Modern Wealth Management’s FT Vest Growth-100 Buffer ETF June QJUN Stock Holding History

Modern Wealth Management’s Portfolio QJUN Stock Details QJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.8M Sell
320,164
-99,872
-24% -$3.32M 0.13% 171
2026
Q1 		$13.2M Sell
420,036
-10,495
-2% -$334K 0.23% 111
2025
Q4 		$13.7M Buy
430,531
+4,932
+1% +$155K 0.25% 98
2025
Q3 		$13.2M Buy
+425,599
New +$12.9M 0.26% 99

Other funds holding QJUN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
FGG
Financial Guidance Group Palm Harbor, Florida $267M AUM 19.62% 1-Year Est. Return

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

Modern Wealth Management reduced its FT Vest Growth-100 Buffer ETF June (QJUN) stake by 24% in Q2 2026, selling an estimated $3.32M and leaving 320,164 shares worth $10.8M. The position accounts for 0.13% of the portfolio, ranked #171.

Modern Wealth Management first reported a position in QJUN in Q3 2025 and has held it in 4 quarters since. The position peaked at $13.7M in Q4 2025. 112 funds tracked by Wall St. Rank hold QJUN as of Q2 2026.

  • Modern Wealth Management held 320,164 shares of FT Vest Growth-100 Buffer ETF June worth $10.8M as of Q2 2026.
  • Modern Wealth Management sold 99,872 FT Vest Growth-100 Buffer ETF June shares in Q2 2026, an estimated $3.32M.
  • FT Vest Growth-100 Buffer ETF June made up 0.13% of Modern Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Modern Wealth Management first reported a position in FT Vest Growth-100 Buffer ETF June in Q3 2025 and has held it in 4 quarters since.
  • Modern Wealth Management's FT Vest Growth-100 Buffer ETF June position peaked at $13.7M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held FT Vest Growth-100 Buffer ETF June as of Q2 2026.

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