Steward Partners Investment Advisory’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.2K	Hold	850	–	–	﹤0.01%	3056
2025 Q4	$29.1K	Hold	850	–	–	﹤0.01%	2963
2025 Q3	$28.7K	Hold	850	–	–	﹤0.01%	2912
2025 Q2	$28.3K	Buy	+850	New	+$27.2K	﹤0.01%	2761

Other funds holding JUNM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

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

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

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

Steward Partners Investment Advisory held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q1 2026 at 850 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3056.

Steward Partners Investment Advisory first reported a position in JUNM in Q2 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold JUNM as of Q1 2026.

Steward Partners Investment Advisory held 850 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $29.2K as of Q1 2026.
Steward Partners Investment Advisory left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3056 holding.
Steward Partners Investment Advisory first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2025 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2026.

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