Triad Wealth Partners’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Triad Wealth Partners’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	$1.15M	Buy	29,119 +2,147	+8%	+$85.2K	0.09%	152
2025 Q4	$1.07M	Sell	26,972 -293	-1%	-$11.5K	0.1%	148
2025 Q3	$1.06M	Buy	27,265 +1,378	+5%	+$52.7K	0.14%	114
2025 Q2	$973K	Buy	+25,887	New	+$927K	0.2%	89

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 $8.94B AUM 20.84% 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 $71.6B AUM 21.08% 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 $26.4B AUM 21.05% 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

Triad Wealth Partners's GJUN Position: Q1 2026 in Review

Triad Wealth Partners increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 8% in Q1 2026, buying an estimated $85.2K and bringing the position to 29,119 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #152.

Triad Wealth Partners first reported a position in GJUN in Q2 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Triad Wealth Partners held 29,119 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.15M as of Q1 2026.
Triad Wealth Partners bought 2,147 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $85.2K.
FT Vest US Equity Moderate Buffer ETF June made up 0.09% of Triad Wealth Partners's portfolio in Q1 2026, its #152 holding.
Triad Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2025 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.