Sigma Planning Corp’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Sigma Planning Corp’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	$418K	Hold	7,396	–	–	0.01%	916
2025 Q4	$422K	Hold	7,396	–	–	0.01%	865
2025 Q3	$414K	Sell	7,396 -368	-5%	-$20.2K	0.01%	891
2025 Q2	$417K	Buy	7,764 +368	+5%	+$18.7K	0.01%	856
2025 Q1	$369K	Hold	7,396	–	–	0.01%	858
2024 Q4	$380K	Hold	7,396	–	–	0.01%	840
2024 Q3	$374K	Sell	7,396 -160	-2%	-$7.84K	0.01%	859
2024 Q2	$366K	Sell	7,556 -9,001	-54%	-$426K	0.01%	846
2024 Q1	$779K	Sell	16,557 -3,479	-17%	-$158K	0.02%	589
2023 Q4	$885K	Sell	20,036 -32,010	-62%	-$1.34M	0.07%	292
2023 Q3	$2.11M	Buy	52,046 +33,375	+179%	+$1.39M	0.08%	268
2023 Q2	$774K	Buy	18,671 +726	+4%	+$28.5K	0.03%	560
2023 Q1	$687K	Sell	17,945 -1,608	-8%	-$60K	0.02%	672
2022 Q4	$706K	Buy	19,553 +598	+3%	+$21.5K	0.03%	627
2022 Q3	$645K	Buy	18,955 +1,868	+11%	+$67.8K	0.02%	631
2022 Q2	$601K	Buy	+17,087	New	+$613K	0.02%	687

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

Sigma Planning Corp's FJUN Position: Q1 2026 in Review

Sigma Planning Corp held its FT Vest US Equity Buffer ETF June (FJUN) position steady in Q1 2026 at 7,396 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #916.

Sigma Planning Corp first reported a position in FJUN in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.11M in Q3 2023. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Sigma Planning Corp held 7,396 shares of FT Vest US Equity Buffer ETF June worth $418K as of Q1 2026.
Sigma Planning Corp left its FT Vest US Equity Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF June made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #916 holding.
Sigma Planning Corp first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and has held it in 16 quarters since.
Sigma Planning Corp's FT Vest US Equity Buffer ETF June position peaked at $2.11M in Q3 2023.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.