Sequent Planning’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Sequent Planning’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	$560K	Sell	13,596 -7,185	-35%	-$293K	0.12%	139
2026 Q1	$819K	Sell	20,781 -885	-4%	-$35.1K	0.2%	96
2025 Q4	$858K	Sell	21,666 -1,692	-7%	-$66.2K	0.22%	94
2025 Q3	$908K	Buy	23,358 +1,826	+8%	+$69.8K	0.26%	81
2025 Q2	$810K	Sell	21,532 -664	-3%	-$23.8K	0.26%	64
2025 Q1	$781K	Sell	22,196 -6,253	-22%	-$226K	0.28%	60
2024 Q4	$1.02M	Sell	28,449 -4,531	-14%	-$163K	0.38%	45
2024 Q3	$1.17M	Sell	32,980 -19,643	-37%	-$678K	0.4%	41
2024 Q2	$1.8M	Buy	52,623 +38,536	+274%	+$1.29M	0.62%	29
2024 Q1	$470K	Buy	+14,087	New	+$459K	0.17%	91

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

Sequent Planning's GJUN Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 35% in Q2 2026, selling an estimated $293K and leaving 13,596 shares worth $560K. The position accounts for 0.12% of the portfolio, ranked #139.

Sequent Planning first reported a position in GJUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q2 2024. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Sequent Planning held 13,596 shares of FT Vest US Equity Moderate Buffer ETF June worth $560K as of Q2 2026.
Sequent Planning sold 7,185 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $293K.
FT Vest US Equity Moderate Buffer ETF June made up 0.12% of Sequent Planning's portfolio in Q2 2026, its #139 holding.
Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.8M in Q2 2024.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.