Park Square Financial Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Park Square Financial Group’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 Q3	–	Sell	-493	Closed	-$26.5K	–	498
2025 Q2	$26.5K	Hold	493	–	–	0.02%	400
2025 Q1	$24.6K	Hold	493	–	–	0.02%	388
2024 Q4	$25.3K	Buy	+493	New	+$25.3K	0.02%	382

Other funds holding FJUN

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

Park Square Financial Group's FJUN Position: Q3 2025 in Review

Park Square Financial Group sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2025, closing a stake of 493 shares — an estimated $26.5K sold.

Park Square Financial Group first reported a position in FJUN in Q4 2024 and held it in 3 quarters. The position peaked at $26.5K in Q2 2025. 135 funds tracked by Wall St. Rank hold FJUN as of Q3 2025.

Park Square Financial Group reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 493 FT Vest US Equity Buffer ETF June shares in Q3 2025, an estimated $26.5K.
Park Square Financial Group first reported a position in FT Vest US Equity Buffer ETF June in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's FT Vest US Equity Buffer ETF June position peaked at $26.5K in Q2 2025.
135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.