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Savvy Advisors Inc’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Savvy Advisors Inc’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 		$237K Sell
3,947
-272
-6% -$16.1K 0.01% 1102
2026
Q1 		$238K Sell
4,219
-491
-10% -$28.1K 0.01% 973
2025
Q4 		$269K Hold
4,710
– – 0.01% 819
2025
Q3 		$264K Hold
4,710
– – 0.01% 671
2025
Q2 		$253K Buy
+4,710
New +$239K 0.02% 526

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
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
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

Savvy Advisors Inc's FJUN Position: Q2 2026 in Review

Savvy Advisors Inc reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 6.4% in Q2 2026, selling an estimated $16.1K and leaving 3,947 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #1102.

Savvy Advisors Inc first reported a position in FJUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $269K in Q4 2025. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Savvy Advisors Inc held 3,947 shares of FT Vest US Equity Buffer ETF June worth $237K as of Q2 2026.
  • Savvy Advisors Inc sold 272 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $16.1K.
  • FT Vest US Equity Buffer ETF June made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1102 holding.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF June in Q2 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's FT Vest US Equity Buffer ETF June position peaked at $269K in Q4 2025.
  • 156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.