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Orion Portfolio Solutions’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Orion Portfolio Solutions’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
Q1 		$314K Buy
6,290
+254
+4% +$13.1K ﹤0.01% 1606
2024
Q4 		$310K Buy
6,036
+296
+5% +$15.2K ﹤0.01% 1546
2024
Q3 		$290K Buy
5,740
+881
+18% +$43.2K ﹤0.01% 1534
2024
Q2 		$235K Buy
+4,859
New +$230K ﹤0.01% 1565

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Orion Portfolio Solutions's FJUN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 4.2% in Q1 2025, buying an estimated $13.1K and bringing the position to 6,290 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Orion Portfolio Solutions first reported a position in FJUN in Q2 2024 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold FJUN as of Q1 2025.

  • Orion Portfolio Solutions held 6,290 shares of FT Vest US Equity Buffer ETF June worth $314K as of Q1 2025.
  • Orion Portfolio Solutions bought 254 FT Vest US Equity Buffer ETF June shares in Q1 2025, an estimated $13.1K.
  • FT Vest US Equity Buffer ETF June made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1606 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.