OPS
JUNM

Orion Portfolio Solutions’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$385K Buy
12,242
+48
+0.4% +$1.53K ﹤0.01% 1518
2024
Q4 		$387K Buy
12,194
+4,769
+64% +$151K ﹤0.01% 1437
2024
Q3 		$233K Buy
7,425
+790
+12% +$24.4K ﹤0.01% 1637
2024
Q2 		$203K Buy
+6,635
New +$203K ﹤0.01% 1640

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $288M AUM 29.4% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

Orion Portfolio Solutions increased its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) stake by 0.39% in Q1 2025, buying an estimated $1.53K and bringing the position to 12,242 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Orion Portfolio Solutions first reported a position in JUNM in Q2 2024 and has held it in 4 quarters since. The position peaked at $387K in Q4 2024. 51 funds tracked by Wall St. Rank hold JUNM as of Q1 2025.

  • Orion Portfolio Solutions held 12,242 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $385K as of Q1 2025.
  • Orion Portfolio Solutions bought 48 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2025, an estimated $1.53K.
  • FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1518 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2024 and has held it in 4 quarters since.
  • Orion Portfolio Solutions's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $387K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2025.

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