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

United Advisor 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
2025
Q3 		– Sell
-8,255
Closed -$443K – 454
2025
Q2 		$443K Sell
8,255
-108
-1% -$5.49K 0.08% 243
2025
Q1 		$417K Sell
8,363
-248
-3% -$12.8K 0.09% 216
2024
Q4 		$442K Sell
8,611
-54
-0.6% -$2.77K 0.09% 218
2024
Q3 		$438K Buy
+8,665
New +$425K 0.1% 212

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

United Advisor Group's FJUN Position: Q3 2025 in Review

United Advisor Group sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2025, closing a stake of 8,255 shares — an estimated $443K sold.

United Advisor Group first reported a position in FJUN in Q3 2024 and held it in 4 quarters. The position peaked at $443K in Q2 2025. 135 funds tracked by Wall St. Rank hold FJUN as of Q3 2025.

  • United Advisor Group reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • United Advisor Group sold 8,255 FT Vest US Equity Buffer ETF June shares in Q3 2025, an estimated $443K.
  • United Advisor Group first reported a position in FT Vest US Equity Buffer ETF June in Q3 2024 and held it in 4 quarters.
  • United Advisor Group's FT Vest US Equity Buffer ETF June position peaked at $443K in Q2 2025.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2025.

Based on United Advisor Group's 13F filing for Q3 2025, filed 12 Nov 2025.