Robertson Stephens Wealth Management’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Robertson Stephens Wealth Management’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 Q1	$429K	Hold	10,880	–	–	0.01%	449
2025 Q4	$431K	Hold	10,880	–	–	0.01%	459
2025 Q3	$423K	Hold	10,880	–	–	0.01%	386
2025 Q2	$409K	Hold	10,880	–	–	0.01%	404
2025 Q1	$383K	Hold	10,880	–	–	0.01%	407
2024 Q4	$392K	Hold	10,880	–	–	0.01%	410
2024 Q3	$385K	Hold	10,880	–	–	0.01%	471
2024 Q2	$371K	Hold	10,880	–	–	0.02%	375
2024 Q1	$363K	Hold	10,880	–	–	0.02%	397
2023 Q4	$346K	Hold	10,880	–	–	0.02%	360
2023 Q3	$322K	Hold	10,880	–	–	0.02%	366
2023 Q2	$328K	Buy	+10,880	New	+$325K	0.02%	341

Other funds holding GJUN

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

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

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 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

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

Robertson Stephens Wealth Management's GJUN Position: Q1 2026 in Review

Robertson Stephens Wealth Management held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q1 2026 at 10,880 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #449.

Robertson Stephens Wealth Management first reported a position in GJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $431K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Robertson Stephens Wealth Management held 10,880 shares of FT Vest US Equity Moderate Buffer ETF June worth $429K as of Q1 2026.
Robertson Stephens Wealth Management left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF June made up 0.01% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #449 holding.
Robertson Stephens Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
Robertson Stephens Wealth Management's FT Vest US Equity Moderate Buffer ETF June position peaked at $431K in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.