Prosperity Consulting Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Prosperity Consulting 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
2026 Q2	$1.24M	Hold	20,601	–	–	0.05%	232
2026 Q1	$1.16M	Hold	20,601	–	–	0.05%	221
2025 Q4	$1.18M	Hold	20,601	–	–	0.05%	225
2025 Q3	$1.15M	Sell	20,601 -50	-0.2%	-$2.74K	0.06%	227
2025 Q2	$1.11M	Sell	20,651 -2,356	-10%	-$120K	0.08%	209
2025 Q1	$1.15M	Sell	23,007 -811	-3%	-$41.9K	0.09%	200
2024 Q4	$1.22M	Buy	23,818 +3,938	+20%	+$202K	0.09%	202
2024 Q3	$1M	Buy	+19,880	New	+$974K	0.08%	226

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

Prosperity Consulting Group's FJUN Position: Q2 2026 in Review

Prosperity Consulting Group held its FT Vest US Equity Buffer ETF June (FJUN) position steady in Q2 2026 at 20,601 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #232.

Prosperity Consulting Group first reported a position in FJUN in Q3 2024 and has held it in 8 quarters since. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Prosperity Consulting Group held 20,601 shares of FT Vest US Equity Buffer ETF June worth $1.24M as of Q2 2026.
Prosperity Consulting Group left its FT Vest US Equity Buffer ETF June share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF June made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #232 holding.
Prosperity Consulting Group first reported a position in FT Vest US Equity Buffer ETF June in Q3 2024 and has held it in 8 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.