SOA Wealth Advisors’s FT Vest International Equity Buffer ETF June YJUN Stock Holding History

SOA Wealth Advisors’s Portfolio YJUN Stock Details YJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$567K	Sell	22,036 -33,291	-60%	-$865K	0.11%	111
2025 Q4	$1.42M	Hold	55,327	–	–	0.24%	67
2025 Q3	$1.39M	Buy	55,327 +19,323	+54%	+$477K	0.24%	68
2025 Q2	$881K	Buy	36,004 +18,000	+100%	+$425K	0.17%	86
2025 Q1	$408K	Buy	18,004 +1,557	+9%	+$35.1K	0.09%	123
2024 Q4	$355K	Hold	16,447	–	–	0.07%	138
2024 Q3	$376K	Buy	16,447 +11,205	+214%	+$251K	0.07%	131
2024 Q2	$115K	Buy	5,242 +674	+15%	+$14.8K	0.02%	231
2024 Q1	$101K	Hold	4,568	–	–	0.02%	242
2023 Q4	$97K	Hold	4,568	–	–	0.02%	237
2023 Q3	$90.3K	Hold	4,568	–	–	0.02%	238
2023 Q2	$93.6K	Buy	+4,568	New	+$92.6K	0.02%	242

Other funds holding YJUN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

GSAM

Grant Street Asset Management Canonsburg, Pennsylvania $519M AUM 11.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

SOA Wealth Advisors's YJUN Position: Q1 2026 in Review

SOA Wealth Advisors reduced its FT Vest International Equity Buffer ETF June (YJUN) stake by 60% in Q1 2026, selling an estimated $865K and leaving 22,036 shares worth $567K. The position accounts for 0.11% of the portfolio, ranked #111.

SOA Wealth Advisors first reported a position in YJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.42M in Q4 2025. 68 funds tracked by Wall St. Rank hold YJUN as of Q1 2026.

SOA Wealth Advisors held 22,036 shares of FT Vest International Equity Buffer ETF June worth $567K as of Q1 2026.
SOA Wealth Advisors sold 33,291 FT Vest International Equity Buffer ETF June shares in Q1 2026, an estimated $865K.
FT Vest International Equity Buffer ETF June made up 0.11% of SOA Wealth Advisors's portfolio in Q1 2026, its #111 holding.
SOA Wealth Advisors first reported a position in FT Vest International Equity Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
SOA Wealth Advisors's FT Vest International Equity Buffer ETF June position peaked at $1.42M in Q4 2025.
68 funds tracked by Wall St. Rank held FT Vest International Equity Buffer ETF June as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.