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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $340M AUM 14.61% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Steward Partners Investment Advisory reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 8.3% in Q1 2026, selling an estimated $47.6K and leaving 13,341 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Steward Partners Investment Advisory first reported a position in GJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2023. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Steward Partners Investment Advisory held 13,341 shares of FT Vest US Equity Moderate Buffer ETF June worth $526K as of Q1 2026.
Steward Partners Investment Advisory sold 1,200 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $47.6K.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1497 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 12 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF June position peaked at $12.8M in Q3 2023.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

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