Sowell Financial Services
FJUN icon

Sowell Financial Services’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Sowell Financial Services’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
Q3 		$4.52M Buy
73,823
+41,958
+132% +$2.55M 0.14% 152
2026
Q2 		$1.91M Sell
31,865
-163
-0.5% -$9.6K 0.06% 322
2026
Q1 		$1.81M Sell
32,028
-165
-0.5% -$9.44K 0.07% 308
2025
Q4 		$1.84M Sell
32,193
-953
-3% -$53.7K 0.07% 303
2025
Q3 		$1.85M Sell
33,146
-574
-2% -$31.4K 0.07% 298
2025
Q2 		$1.81M Sell
33,720
-5,342
-14% -$271K 0.07% 287
2025
Q1 		$1.95M Sell
39,062
-669
-2% -$34.5K 0.09% 245
2024
Q4 		$2.04M Buy
+39,731
New +$2.04M 0.11% 212
2024
Q3 		– Sell
-107,924
Closed -$4.71M – 552
2024
Q2 		$4.71M Buy
107,924
+4,213
+4% +$200K 0.22% 112
2024
Q1 		$4.44M Buy
103,711
+60,238
+139% +$2.74M 0.21% 119
2023
Q4 		$1.9M Sell
43,473
-1,655
-4% -$69.3K 0.1% 219
2023
Q3 		$1.81M Buy
45,128
+2,059
+5% +$85.7K 0.11% 201
2023
Q2 		$1.78M Buy
43,069
+6,881
+19% +$270K 0.1% 233
2023
Q1 		$1.38M Sell
36,188
-6,732
-16% -$251K 0.11% 232
2022
Q4 		$1.55M Buy
42,920
+6,732
+19% +$242K 0.1% 233
2022
Q3 		$1.23M Buy
+36,188
New +$1.31M 0.12% 211
2021
Q2 		– Sell
-2,258
Closed -$80K – 1277
2021
Q1 		$80K Hold
2,258
– – ﹤0.01% 1472
2020
Q4 		$77K Sell
2,258
-375
-14% -$12.4K ﹤0.01% 1253
2020
Q3 		$84K Buy
+2,633
New +$83.6K ﹤0.01% 1037

Other funds holding FJUN

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
BAM Wealth Management
BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return
Avantra Family Wealth
Avantra Family Wealth Mechanicsburg, Pennsylvania $167M AUM 30.61% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sowell Financial Services's FJUN Position: Q3 2026 in Review

Sowell Financial Services increased its FT Vest US Equity Buffer ETF June (FJUN) stake by 132% in Q3 2026, buying an estimated $2.55M and bringing the position to 73,823 shares worth $4.52M. The position accounts for 0.14% of the portfolio, ranked #152.

Sowell Financial Services first reported a position in FJUN in Q3 2020 and has held it in 19 quarters since. The position peaked at $4.71M in Q2 2024. 62 funds tracked by Wall St. Rank hold FJUN as of Q3 2026.

  • Sowell Financial Services held 73,823 shares of FT Vest US Equity Buffer ETF June worth $4.52M as of Q3 2026.
  • Sowell Financial Services bought 41,958 FT Vest US Equity Buffer ETF June shares in Q3 2026, an estimated $2.55M.
  • FT Vest US Equity Buffer ETF June made up 0.14% of Sowell Financial Services's portfolio in Q3 2026, its #152 holding.
  • Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF June in Q3 2020 and has held it in 19 quarters since.
  • Sowell Financial Services's FT Vest US Equity Buffer ETF June position peaked at $4.71M in Q2 2024.
  • 62 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.