Prosperity Financial Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Prosperity Financial Group’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
2026 Q2	$327K	Buy	7,933 +413	+5%	+$16.8K	0.1%	145
2026 Q1	$296K	Sell	7,520 -36	-0.5%	-$1.43K	0.11%	148
2025 Q4	$299K	Hold	7,556	–	–	0.11%	140
2025 Q3	$294K	Hold	7,556	–	–	0.11%	133
2025 Q2	$284K	Sell	7,556 -5	-0.1%	-$179	0.12%	128
2025 Q1	$266K	Sell	7,561 -67,006	-90%	-$2.42M	0.13%	129
2024 Q4	$2.68M	Sell	74,567 -3,929	-5%	-$141K	1.34%	20
2024 Q3	$2.78M	Sell	78,496 -7,124	-8%	-$246K	1.56%	17
2024 Q2	$2.92M	Buy	85,620 +277	+0.3%	+$9.31K	1.84%	12
2024 Q1	$2.85M	Buy	85,343 +3,076	+4%	+$100K	1.76%	16
2023 Q4	$2.62M	Buy	82,267 +5,156	+7%	+$157K	1.82%	13
2023 Q3	$2.28M	Buy	+77,111	New	+$2.33M	1.89%	12

Other funds holding GJUN

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AFW

Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

Prosperity Financial Group's GJUN Position: Q2 2026 in Review

Prosperity Financial Group increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 5.5% in Q2 2026, buying an estimated $16.8K and bringing the position to 7,933 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #145.

Prosperity Financial Group first reported a position in GJUN in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.92M in Q2 2024. 55 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Prosperity Financial Group held 7,933 shares of FT Vest US Equity Moderate Buffer ETF June worth $327K as of Q2 2026.
Prosperity Financial Group bought 413 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $16.8K.
FT Vest US Equity Moderate Buffer ETF June made up 0.1% of Prosperity Financial Group's portfolio in Q2 2026, its #145 holding.
Prosperity Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q3 2023 and has held it in 12 quarters since.
Prosperity Financial Group's FT Vest US Equity Moderate Buffer ETF June position peaked at $2.92M in Q2 2024.
55 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Prosperity Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.