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Mount Yale Investment Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Mount Yale Investment Advisors’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
2025
Q3 		– Sell
-2,841
Closed -$152K – 1001
2025
Q2 		$152K Buy
+2,841
New +$144K 0.01% 588

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Mount Yale Investment Advisors's FJUN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2025, closing a stake of 2,841 shares — an estimated $152K sold.

Mount Yale Investment Advisors first reported a position in FJUN in Q2 2025 and held it in 1 quarter. The position peaked at $152K in Q2 2025. 135 funds tracked by Wall St. Rank hold FJUN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 2,841 FT Vest US Equity Buffer ETF June shares in Q3 2025, an estimated $152K.
  • Mount Yale Investment Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's FT Vest US Equity Buffer ETF June position peaked at $152K in Q2 2025.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.