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 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Savvy Advisors Inc's FJUN Position: Q1 2026 in Review

Savvy Advisors Inc reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 10% in Q1 2026, selling an estimated $28.1K and leaving 4,219 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #973.

Savvy Advisors Inc first reported a position in FJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $269K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Savvy Advisors Inc held 4,219 shares of FT Vest US Equity Buffer ETF June worth $238K as of Q1 2026.
Savvy Advisors Inc sold 491 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $28.1K.
FT Vest US Equity Buffer ETF June made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #973 holding.
Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF June in Q2 2025 and has held it in 4 quarters since.
Savvy Advisors Inc's FT Vest US Equity Buffer ETF June position peaked at $269K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.