SFS
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
Q2 		$1.91M Sell
31,865
-163
-0.5% -$9.64K 0.06% 322
2026
Q1 		$1.81M Sell
32,028
-165
-0.5% -$9.45K 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 		$1.39M 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

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

Sowell Financial Services's FJUN Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 0.51% in Q2 2026, selling an estimated $9.64K and leaving 31,865 shares worth $1.91M. The position accounts for 0.06% of the portfolio, ranked #322.

Sowell Financial Services first reported a position in FJUN in Q3 2020 and has held it in 18 quarters since. The position peaked at $4.71M in Q2 2024. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

  • Sowell Financial Services held 31,865 shares of FT Vest US Equity Buffer ETF June worth $1.91M as of Q2 2026.
  • Sowell Financial Services sold 163 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $9.64K.
  • FT Vest US Equity Buffer ETF June made up 0.06% of Sowell Financial Services's portfolio in Q2 2026, its #322 holding.
  • Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF June in Q3 2020 and has held it in 18 quarters since.
  • Sowell Financial Services's FT Vest US Equity Buffer ETF June position peaked at $4.71M in Q2 2024.
  • 156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.