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
2026 Q2	$2.3M	Buy	+55,886	New	+$2.28M	1.19%	20
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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Schulz Wealth's GJUN Position: Q2 2026 in Review

Schulz Wealth opened a new position in FT Vest US Equity Moderate Buffer ETF June (GJUN) in Q2 2026: 55,886 shares worth $2.3M. The stake represents 1.19% of the portfolio and ranks #20 among its holdings. This is a return to the name: Schulz Wealth previously reported a position in GJUN as recently as Q4 2025.

Schulz Wealth first reported a position in GJUN in Q4 2023 and has held it in 10 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Schulz Wealth held 55,886 shares of FT Vest US Equity Moderate Buffer ETF June worth $2.3M as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF June was a new Schulz Wealth position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF June made up 1.19% of Schulz Wealth's portfolio in Q2 2026, its #20 holding.
Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2023 and has held it in 10 quarters since.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Schulz Wealth's 13F filing for Q2 2026, filed 26 Aug 2026.