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 Q2	$1.13M	Hold	27,341	–	–	0.36%	62
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Nvest Financial's GJUN Position: Q2 2026 in Review

Nvest Financial held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q2 2026 at 27,341 shares worth $1.13M. The position accounts for 0.36% of the portfolio, ranked #62.

Nvest Financial first reported a position in GJUN in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Nvest Financial held 27,341 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.13M as of Q2 2026.
Nvest Financial left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF June made up 0.36% of Nvest Financial's portfolio in Q2 2026, its #62 holding.
Nvest Financial first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.