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GJUN icon

Schulz Wealth’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Schulz Wealth’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
2025
Q4 		$2.24M Hold
56,646
– – 1.44% 16
2025
Q3 		$2.2M Sell
56,646
-3,343
-6% -$128K 1.46% 16
2025
Q2 		$2.26M Buy
59,989
+38,040
+173% +$1.36M 1.69% 14
2025
Q1 		$772K Sell
21,949
-830
-4% -$30K 0.59% 26
2024
Q4 		$820K Hold
22,779
– – 0.63% 26
2024
Q3 		$807K Buy
22,779
+43
+0.2% +$1.49K 0.62% 26
2024
Q2 		$776K Sell
22,736
-4,850
-18% -$163K 0.66% 23
2024
Q1 		$920K Hold
27,586
– – 0.79% 22
2023
Q4 		$877K Buy
+27,586
New +$840K 0.84% 23

Other funds holding GJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
FIBOI
First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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