SAI
GJUN icon

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

Savvy Advisors Inc’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
-6,312
Closed -$250K – 1170
2025
Q4 		$250K Buy
+6,312
New +$247K 0.01% 855

Other funds holding GJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Savvy Advisors Inc sold out of FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q1 2026, closing a stake of 6,312 shares — an estimated $250K sold.

Savvy Advisors Inc first reported a position in GJUN in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

  • Savvy Advisors Inc reported no remaining FT Vest US Equity Moderate Buffer ETF June position as of Q1 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,312 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $250K.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's FT Vest US Equity Moderate Buffer ETF June position peaked at $250K 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.