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

Steward Partners Investment Advisory’s Portfolio GJUN Stock Details GJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$686K	Buy	16,666 +3,325	+25%	+$136K	﹤0.01%	1527
2026 Q1	$526K	Sell	13,341 -1,200	-8%	-$47.6K	﹤0.01%	1497
2025 Q4	$576K	Sell	14,541 -1,650	-10%	-$64.5K	﹤0.01%	1339
2025 Q3	$630K	Sell	16,191 -275	-2%	-$10.5K	﹤0.01%	1265
2025 Q2	$619K	Sell	16,466 -20,450	-55%	-$733K	﹤0.01%	1198
2025 Q1	$1.3M	Hold	36,916	–	–	0.01%	807
2024 Q4	$1.33M	Buy	36,916 +3,214	+10%	+$115K	0.01%	773
2024 Q3	$1.19M	Buy	33,702 +1,812	+6%	+$62.6K	0.01%	794
2024 Q2	$1.09M	Buy	31,890 +2,440	+8%	+$82K	0.01%	783
2024 Q1	$982K	Buy	29,450 +150	+0.5%	+$4.89K	0.01%	799
2023 Q4	$932K	Sell	29,300 -403,264	-93%	-$12.3M	0.01%	761
2023 Q3	$12.8M	Buy	432,564 +13,771	+3%	+$416K	0.2%	113
2023 Q2	$12.6M	Buy	+418,793	New	+$12.5M	0.19%	115

Other funds holding GJUN

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

FIBOI

First International Bank of Israel Tel Aviv $367M AUM 14.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Steward Partners Investment Advisory's GJUN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 25% in Q2 2026, buying an estimated $136K and bringing the position to 16,666 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #1527.

Steward Partners Investment Advisory first reported a position in GJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q3 2023. 136 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Steward Partners Investment Advisory held 16,666 shares of FT Vest US Equity Moderate Buffer ETF June worth $686K as of Q2 2026.
Steward Partners Investment Advisory bought 3,325 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $136K.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1527 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF June position peaked at $12.8M in Q3 2023.
136 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.