Mutual Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Mutual 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
2026 Q2	$902K	Buy	15,050 +4,759	+46%	+$281K	0.02%	693
2026 Q1	$581K	Hold	10,291	–	–	0.01%	812
2025 Q4	$587K	Hold	10,291	–	–	0.01%	807
2025 Q3	$578K	Hold	10,291	–	–	0.01%	795
2025 Q2	$561K	Buy	10,291 +851	+9%	+$43.2K	0.01%	733
2025 Q1	$466K	Buy	9,440 +1,700	+22%	+$87.8K	0.01%	740
2024 Q4	$402K	Sell	7,740 -200	-3%	-$10.3K	0.01%	787
2024 Q3	$403K	Sell	7,940 -1	-0%	-$49	0.01%	779
2024 Q2	$386K	Buy	7,941 +3,427	+76%	+$162K	0.01%	801
2024 Q1	$212K	Buy	+4,514	New	+$205K	0.01%	1020
2023 Q4	–	Sell	-7,014	Closed	-$284K	–	1035
2023 Q3	$284K	Sell	7,014 -200	-3%	-$8.32K	0.01%	794
2023 Q2	$299K	Buy	+7,214	New	+$283K	0.01%	806
2022 Q4	–	Sell	-7,477	Closed	-$254K	–	934
2022 Q3	$254K	Sell	7,477 -7,804	-51%	-$283K	0.01%	764
2022 Q2	$538K	Sell	15,281 -11,788	-44%	-$423K	0.04%	513
2022 Q1	$1.02M	Sell	27,069 -38,768	-59%	-$1.44M	0.06%	372
2021 Q4	$2.5M	Sell	65,837 -57,194	-46%	-$2.14M	0.13%	187
2021 Q3	$4.46M	Buy	+123,031	New	+$4.5M	0.26%	91
2021 Q1	–	Sell	-6,850	Closed	-$233K	–	792
2020 Q4	$233K	Hold	6,850	–	–	0.02%	659
2020 Q3	$220K	Hold	6,850	–	–	0.02%	610
2020 Q2	$209K	Buy	+6,850	New	+$208K	0.02%	593

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

Mutual Advisors's FJUN Position: Q2 2026 in Review

Mutual Advisors increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 46% in Q2 2026, buying an estimated $281K and bringing the position to 15,050 shares worth $902K. The position accounts for 0.02% of the portfolio, ranked #693.

Mutual Advisors first reported a position in FJUN in Q2 2020 and has held it in 20 quarters since. The position peaked at $4.46M in Q3 2021. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Mutual Advisors held 15,050 shares of FT Vest US Equity Buffer ETF June worth $902K as of Q2 2026.
Mutual Advisors bought 4,759 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $281K.
FT Vest US Equity Buffer ETF June made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #693 holding.
Mutual Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2020 and has held it in 20 quarters since.
Mutual Advisors's FT Vest US Equity Buffer ETF June position peaked at $4.46M in Q3 2021.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.