SOS
FJUN icon

Silver Oak Securities’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Silver Oak Securities’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
Q2 		– Sell
-4,066
Closed -$230K – 844
2026
Q1 		$230K Hold
4,066
– – 0.02% 687
2025
Q4 		$233K Buy
+4,066
New +$229K 0.02% 714

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Silver Oak Securities's FJUN Position: Q2 2026 in Review

Silver Oak Securities sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026, closing a stake of 4,066 shares — an estimated $230K sold.

Silver Oak Securities first reported a position in FJUN in Q4 2025 and held it in 2 quarters. The position peaked at $233K in Q4 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Silver Oak Securities reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2026 after selling out during the quarter.
  • Silver Oak Securities sold 4,066 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $230K.
  • Silver Oak Securities first reported a position in FT Vest US Equity Buffer ETF June in Q4 2025 and held it in 2 quarters.
  • Silver Oak Securities's FT Vest US Equity Buffer ETF June position peaked at $233K in Q4 2025.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.