Nvest Financial’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Nvest Financial’s Portfolio GJUN Stock Details GJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Hold	27,341	–	–	0.4%	57
2025 Q4	$1.08M	Buy	27,341 +1,500	+6%	+$58.7K	0.45%	50
2025 Q3	$1M	Sell	25,841 -1,500	-5%	-$57.3K	0.58%	45
2025 Q2	$1.03M	Hold	27,341	–	–	0.54%	46
2025 Q1	$962K	Sell	27,341 -1,112	-4%	-$40.2K	0.51%	48
2024 Q4	$1.02M	Buy	+28,453	New	+$1.02M	0.52%	54

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

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

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Nvest Financial's GJUN Position: Q1 2026 in Review

Nvest Financial held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q1 2026 at 27,341 shares worth $1.08M. The position accounts for 0.4% of the portfolio, ranked #57.

Nvest Financial first reported a position in GJUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Nvest Financial held 27,341 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.08M as of Q1 2026.
Nvest Financial left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF June made up 0.4% of Nvest Financial's portfolio in Q1 2026, its #57 holding.
Nvest Financial first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2024 and has held it in 6 quarters since.
Nvest Financial's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.08M in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.