Mutual Advisors’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Mutual Advisors’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 Q1	$6.57M	Sell	191,463 -5,052	-3%	-$174K	0.14%	143
2025 Q4	$6.73M	Sell	196,515 -7,955	-4%	-$270K	0.14%	145
2025 Q3	$6.93M	Sell	204,470 -6,024	-3%	-$202K	0.15%	138
2025 Q2	$7.03M	Sell	210,494 -12,027	-5%	-$384K	0.18%	118
2025 Q1	$6.95M	Sell	222,521 -16,517	-7%	-$526K	0.2%	101
2024 Q4	$7.62M	Sell	239,038 -2,875	-1%	-$90.9K	0.22%	87
2024 Q3	$7.62M	Buy	241,913 +21,300	+10%	+$658K	0.22%	82
2024 Q2	$6.76M	Buy	+220,613	New	+$6.74M	0.2%	94

Other funds holding JUNM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Mutual Advisors's JUNM Position: Q1 2026 in Review

Mutual Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 2.6% in Q1 2026, selling an estimated $174K and leaving 191,463 shares worth $6.57M. The position accounts for 0.14% of the portfolio, ranked #143.

Mutual Advisors first reported a position in JUNM in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.62M in Q4 2024. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

Mutual Advisors held 191,463 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $6.57M as of Q1 2026.
Mutual Advisors sold 5,052 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2026, an estimated $174K.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.14% of Mutual Advisors's portfolio in Q1 2026, its #143 holding.
Mutual Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and has held it in 8 quarters since.
Mutual Advisors's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $7.62M in Q4 2024.
52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.