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 Q2	$1.25M	Buy	30,122 +1,003	+3%	+$40.9K	0.07%	176
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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $367M AUM 14.87% 1-Year Est. Return

KAS

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

Triad Wealth Partners's GJUN Position: Q2 2026 in Review

Triad Wealth Partners increased its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 3.4% in Q2 2026, buying an estimated $40.9K and bringing the position to 30,122 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #176.

Triad Wealth Partners first reported a position in GJUN in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold GJUN as of Q2 2026.

Triad Wealth Partners held 30,122 shares of FT Vest US Equity Moderate Buffer ETF June worth $1.25M as of Q2 2026.
Triad Wealth Partners bought 1,003 FT Vest US Equity Moderate Buffer ETF June shares in Q2 2026, an estimated $40.9K.
FT Vest US Equity Moderate Buffer ETF June made up 0.07% of Triad Wealth Partners's portfolio in Q2 2026, its #176 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 5 quarters since.
135 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.