Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Steward Partners Investment Advisory’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 Q1	$2.43M	Sell	42,940 -872	-2%	-$49.9K	0.01%	787
2025 Q4	$2.5M	Sell	43,812 -884	-2%	-$49.8K	0.01%	700
2025 Q3	$2.5M	Sell	44,696 -953	-2%	-$52.2K	0.01%	689
2025 Q2	$2.45M	Buy	45,649 +7,649	+20%	+$388K	0.02%	648
2025 Q1	$1.9M	Sell	38,000 -1,283	-3%	-$66.2K	0.02%	669
2024 Q4	$2.02M	Sell	39,283 -355	-0.9%	-$18.2K	0.02%	635
2024 Q3	$2M	Sell	39,638 -143	-0.4%	-$7.01K	0.02%	627
2024 Q2	$1.93M	Buy	39,781 +25,389	+176%	+$1.2M	0.02%	596
2024 Q1	$677K	Sell	14,392 -1,393	-9%	-$63.4K	0.01%	938
2023 Q4	$697K	Buy	15,785 +3,955	+33%	+$166K	0.01%	856
2023 Q3	$480K	Hold	11,830	–	–	0.01%	931
2023 Q2	$490K	Hold	11,830	–	–	0.01%	940
2023 Q1	$453K	Hold	11,830	–	–	0.01%	969
2022 Q4	$427K	Hold	11,830	–	–	0.01%	962
2022 Q3	$403K	Hold	11,830	–	–	0.01%	924
2022 Q2	$416K	Buy	+11,830	New	+$424K	0.01%	914

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

KWS

Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Steward Partners Investment Advisory's FJUN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 2% in Q1 2026, selling an estimated $49.9K and leaving 42,940 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #787.

Steward Partners Investment Advisory first reported a position in FJUN in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.5M in Q3 2025. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Steward Partners Investment Advisory held 42,940 shares of FT Vest US Equity Buffer ETF June worth $2.43M as of Q1 2026.
Steward Partners Investment Advisory sold 872 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $49.9K.
FT Vest US Equity Buffer ETF June made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #787 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF June in Q2 2022 and has held it in 16 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Buffer ETF June position peaked at $2.5M in Q3 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.