Sunbelt Securities’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Sunbelt Securities’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	$517K	Sell	9,145 -37	-0.4%	-$2.12K	0.03%	388
2025 Q4	$524K	Hold	9,182	–	–	0.03%	389
2025 Q3	$514K	Sell	9,182 -568	-6%	-$31.1K	0.04%	381
2025 Q2	$501K	Buy	9,750 +1,693	+21%	+$86K	0.04%	352
2025 Q1	$402K	Sell	8,057 -1,693	-17%	-$87.4K	0.04%	374
2024 Q4	$503K	Sell	9,750 -112	-1%	-$5.75K	0.04%	353
2024 Q3	$498K	Hold	9,862	–	–	0.05%	358
2024 Q2	$477K	Sell	9,862 -836	-8%	-$39.6K	0.05%	350
2024 Q1	$503K	Sell	10,698 -1,954	-15%	-$88.9K	0.06%	321
2023 Q4	$559K	Hold	12,652	–	–	0.07%	280
2023 Q3	$513K	Hold	12,652	–	–	0.07%	283
2023 Q2	$524K	Hold	12,652	–	–	0.08%	271
2023 Q1	$478K	Sell	12,652 -418	-3%	-$15.6K	0.08%	263
2022 Q4	$472K	Hold	13,070	–	–	0.09%	252
2022 Q3	$445K	Sell	13,070 -535	-4%	-$19.4K	0.09%	255
2022 Q2	$479K	Hold	13,605	–	–	0.1%	249
2022 Q1	$517K	Hold	13,605	–	–	0.09%	246
2021 Q4	$510K	Buy	13,605 +2,091	+18%	+$78.1K	0.08%	267
2021 Q3	$416K	Hold	11,514	–	–	0.07%	287
2021 Q2	$416K	Buy	+11,514	New	+$407K	0.07%	287

Other funds holding FJUN

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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 $539M AUM 33.17% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

Sunbelt Securities's FJUN Position: Q1 2026 in Review

Sunbelt Securities reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 0.4% in Q1 2026, selling an estimated $2.12K and leaving 9,145 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #388.

Sunbelt Securities first reported a position in FJUN in Q2 2021 and has held it in 20 quarters since. The position peaked at $559K in Q4 2023. 148 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Sunbelt Securities held 9,145 shares of FT Vest US Equity Buffer ETF June worth $517K as of Q1 2026.
Sunbelt Securities sold 37 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $2.12K.
FT Vest US Equity Buffer ETF June made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #388 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Buffer ETF June in Q2 2021 and has held it in 20 quarters since.
Sunbelt Securities's FT Vest US Equity Buffer ETF June position peaked at $559K in Q4 2023.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.