SOA Wealth Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

SOA Wealth Advisors’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	$759K	Sell	12,660 -336	-3%	-$19.9K	0.13%	100
2026 Q1	$734K	Sell	12,996 -8,837	-40%	-$506K	0.14%	90
2025 Q4	$1.25M	Sell	21,833 -71	-0.3%	-$4K	0.21%	76
2025 Q3	$1.23M	Buy	21,904 +1,739	+9%	+$95.3K	0.21%	75
2025 Q2	$1.08M	Buy	20,165 +6,009	+42%	+$305K	0.2%	74
2025 Q1	$706K	Sell	14,156 -338	-2%	-$17.4K	0.15%	86
2024 Q4	$745K	Sell	14,494 -387	-3%	-$19.9K	0.14%	90
2024 Q3	$752K	Buy	14,881 +761	+5%	+$37.3K	0.14%	86
2024 Q2	$683K	Buy	14,120 +1,465	+12%	+$69.4K	0.14%	90
2024 Q1	$595K	Sell	12,655 -16	-0.1%	-$728	0.12%	90
2023 Q4	$559K	Sell	12,671 -297	-2%	-$12.4K	0.12%	88
2023 Q3	$526K	Buy	12,968 +908	+8%	+$37.8K	0.13%	87
2023 Q2	$500K	Buy	+12,060	New	+$473K	0.12%	98

Other funds holding FJUN

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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 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

SOA Wealth Advisors's FJUN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 2.6% in Q2 2026, selling an estimated $19.9K and leaving 12,660 shares worth $759K. The position accounts for 0.13% of the portfolio, ranked #100.

SOA Wealth Advisors first reported a position in FJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q4 2025. 157 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

SOA Wealth Advisors held 12,660 shares of FT Vest US Equity Buffer ETF June worth $759K as of Q2 2026.
SOA Wealth Advisors sold 336 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $19.9K.
FT Vest US Equity Buffer ETF June made up 0.13% of SOA Wealth Advisors's portfolio in Q2 2026, its #100 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
SOA Wealth Advisors's FT Vest US Equity Buffer ETF June position peaked at $1.25M in Q4 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.