Principal Securities’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-5,350	Closed	-$208K	–	2217
2025 Q3	$208K	Hold	5,350	–	–	﹤0.01%	1267
2025 Q2	$201K	Sell	5,350 -1,000	-16%	-$35.8K	﹤0.01%	1233
2025 Q1	$229K	Hold	6,350	–	–	0.01%	1074
2024 Q4	$229K	Hold	6,350	–	–	0.01%	1072
2024 Q3	$225K	Buy	6,350 +4,700	+285%	+$162K	0.01%	1054
2024 Q2	$56.3K	Sell	1,650 -1,750	-51%	-$58.8K	﹤0.01%	1572
2024 Q1	$113K	Sell	3,400 -1,400	-29%	-$45.6K	﹤0.01%	1230
2023 Q4	$153K	Buy	+4,800	New	+$146K	0.01%	1017

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's GJUN Position: Q4 2025 in Review

Principal Securities sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q4 2025, closing a stake of 5,350 shares — an estimated $208K sold.

Principal Securities first reported a position in GJUN in Q4 2023 and held it in 8 quarters. The position peaked at $229K in Q1 2025. 121 funds tracked by Wall St. Rank hold GJUN as of Q4 2025.

Principal Securities reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 5,350 FT Vest US Equity Moderate Buffer ETF June shares in Q4 2025, an estimated $208K.
Principal Securities first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2023 and held it in 8 quarters.
Principal Securities's FT Vest US Equity Moderate Buffer ETF June position peaked at $229K in Q1 2025.
121 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.