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Pacific Excel Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Pacific Excel Wealth Advisors’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
2026
Q2 		– Sell
-4,475
Closed -$253K – 258
2026
Q1 		$253K Buy
+4,475
New +$256K 0.27% 109

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Pacific Excel Wealth Advisors's FJUN Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026, closing a stake of 4,475 shares — an estimated $253K sold.

Pacific Excel Wealth Advisors first reported a position in FJUN in Q1 2026 and held it in 1 quarter. The position peaked at $253K in Q1 2026. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,475 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $253K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF June position peaked at $253K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.