UBS Group
FJUN icon

UBS Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

UBS Group’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 		– Sell
-906
Closed -$51.7K – 10707
2025
Q4 		$51.7K Buy
906
+644
+246% +$36.3K ﹤0.01% 7199
2025
Q3 		$14.7K Buy
+262
New +$14.4K ﹤0.01% 8355
2025
Q2 		– Sell
-4,018
Closed -$200K – 10434
2025
Q1 		$200K Buy
4,018
+3,357
+508% +$173K ﹤0.01% 6558
2024
Q4 		$34K Hold
661
– – ﹤0.01% 7532
2024
Q3 		$33.4K Sell
661
-39
-6% -$1.91K ﹤0.01% 7071
2024
Q2 		$33.9K Sell
700
-5,488
-89% -$260K ﹤0.01% 6983
2024
Q1 		$291K Buy
6,188
+4,607
+291% +$210K ﹤0.01% 5591
2023
Q4 		$69.8K Sell
1,581
-391
-20% -$16.4K ﹤0.01% 6373
2023
Q3 		$79.9K Buy
+1,972
New +$82K ﹤0.01% 5980
2023
Q2 		– Sell
-4,491
Closed -$172K – 9125
2023
Q1 		$172K Buy
4,491
+4,372
+3,674% +$163K ﹤0.01% 5511
2022
Q4 		$4.3K Buy
+119
New +$4.28K ﹤0.01% 9351
2022
Q3 		– Sell
-527
Closed -$19K – 10513
2022
Q2 		$19K Buy
527
+516
+4,691% +$18.5K ﹤0.01% 6938
2022
Q1 		$0 Sell
11
-1,484
-99% -$55.1K ﹤0.01% 10442
2021
Q4 		$57K Sell
1,495
-190
-11% -$7.1K ﹤0.01% 6777
2021
Q3 		$61K Buy
+1,685
New +$61.6K ﹤0.01% 6177
2021
Q2 		– Sell
-160
Closed -$6K – 9500
2021
Q1 		$6K Buy
+160
New +$5.5K ﹤0.01% 8230

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return