NorthRock Partners’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-1,400	Closed	-$69.8K	–	757
2025 Q1	$69.8K	Buy	+1,400	New	+$72.3K	﹤0.01%	654

Other funds holding FJUN

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $857M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NorthRock Partners's FJUN Position: Q2 2025 in Review

NorthRock Partners sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2025, closing a stake of 1,400 shares — an estimated $69.8K sold.

NorthRock Partners first reported a position in FJUN in Q1 2025 and held it in 1 quarter. The position peaked at $69.8K in Q1 2025. 135 funds tracked by Wall St. Rank hold FJUN as of Q2 2025.

NorthRock Partners reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,400 FT Vest US Equity Buffer ETF June shares in Q2 2025, an estimated $69.8K.
NorthRock Partners first reported a position in FT Vest US Equity Buffer ETF June in Q1 2025 and held it in 1 quarter.
NorthRock Partners's FT Vest US Equity Buffer ETF June position peaked at $69.8K in Q1 2025.
135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.