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

Silver Oak Securities’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 Q1	$296K	Buy	7,499 +163	+2%	+$6.47K	0.02%	608
2025 Q4	$291K	Buy	+7,336	New	+$287K	0.02%	647
2025 Q2	–	Sell	-39,445	Closed	-$1.38M	–	706
2025 Q1	$1.38M	Hold	39,445	–	–	0.13%	179
2024 Q4	$1.42M	Hold	39,445	–	–	0.13%	162
2024 Q3	$1.39M	Hold	39,445	–	–	0.15%	156
2024 Q2	$1.35M	Buy	+39,445	New	+$1.33M	0.2%	105

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $340M AUM 14.61% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Silver Oak Securities's GJUN Position: Q1 2026 in Review

Silver Oak Securities increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 2.2% in Q1 2026, buying an estimated $6.47K and bringing the position to 7,499 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #608.

Silver Oak Securities first reported a position in GJUN in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.42M in Q4 2024. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Silver Oak Securities held 7,499 shares of FT Vest US Equity Moderate Buffer ETF June worth $296K as of Q1 2026.
Silver Oak Securities bought 163 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $6.47K.
FT Vest US Equity Moderate Buffer ETF June made up 0.02% of Silver Oak Securities's portfolio in Q1 2026, its #608 holding.
Silver Oak Securities first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2024 and has held it in 6 quarters since.
Silver Oak Securities's FT Vest US Equity Moderate Buffer ETF June position peaked at $1.42M in Q4 2024.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.