SageView Advisory Group
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SageView Advisory Group’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

SageView Advisory 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
Q1 		– Sell
-2,250
Closed -$89.1K – 1298
2025
Q4 		$89.1K Buy
+2,250
New +$88K ﹤0.01% 861

Other funds holding GJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FIBOI
First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

SageView Advisory Group's GJUN Position: Q1 2026 in Review

SageView Advisory Group sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2026, closing a stake of 2,250 shares — an estimated $89.1K sold.

SageView Advisory Group first reported a position in GJUN in Q4 2025 and held it in 1 quarter. The position peaked at $89.1K in Q4 2025. 119 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

  • SageView Advisory Group reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 2,250 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $89.1K.
  • SageView Advisory Group first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's FT Vest US Equity Moderate Buffer ETF June position peaked at $89.1K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.