SAG
JUNM

SageView Advisory Group’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

SageView Advisory Group’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,522
Closed -$52.1K – 2529
2025
Q4 		$52.1K Buy
+1,522
New +$51.7K ﹤0.01% 1059

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

SageView Advisory Group sold out of FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q1 2026, closing a stake of 1,522 shares — an estimated $52.1K sold.

SageView Advisory Group first reported a position in JUNM in Q4 2025 and held it in 1 quarter. The position peaked at $52.1K in Q4 2025. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

  • SageView Advisory Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - June position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,522 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2026, an estimated $52.1K.
  • SageView Advisory Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $52.1K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

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