Summit Financial Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Summit Financial Wealth Advisors’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	$318K	Sell	7,714 -413	-5%	-$16.8K	0.04%	171
2026 Q1	$320K	Sell	8,127 -3,310	-29%	-$131K	0.05%	145
2025 Q4	$453K	Sell	11,437 -618	-5%	-$24.2K	0.06%	113
2025 Q3	$469K	Sell	12,055 -4,925	-29%	-$188K	0.07%	108
2025 Q2	$638K	Buy	+16,980	New	+$608K	0.11%	83
2024 Q4	–	Sell	-5,695	Closed	-$202K	–	156
2024 Q3	$202K	Sell	5,695 -2,079	-27%	-$71.8K	0.04%	148
2024 Q2	$265K	Sell	7,774 -4,963	-39%	-$167K	0.05%	116
2024 Q1	$425K	Sell	12,737 -1,496,471	-99%	-$48.8M	0.09%	88
2023 Q4	$48M	Sell	1,509,208 -44,517	-3%	-$1.36M	10.89%	1
2023 Q3	$46.8M	Sell	1,553,725 -26,713	-2%	-$807K	11.48%	1
2023 Q2	$47.6M	Buy	+1,580,438	New	+$47.2M	11%	1

Other funds holding GJUN

BWM

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Summit Financial Wealth Advisors's GJUN Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 5.1% in Q2 2026, selling an estimated $16.8K and leaving 7,714 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #171.

Summit Financial Wealth Advisors first reported a position in GJUN in Q2 2023 and has held it in 11 quarters since. The position peaked at $48M in Q4 2023. 18 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Summit Financial Wealth Advisors held 7,714 shares of FT Vest US Equity Moderate Buffer ETF June worth $318K as of Q2 2026.
Summit Financial Wealth Advisors sold 413 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $16.8K.
FT Vest US Equity Moderate Buffer ETF June made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #171 holding.
Summit Financial Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2023 and has held it in 11 quarters since.
Summit Financial Wealth Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $48M in Q4 2023.
18 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.