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
2026 Q2	$251K	Buy	+4,184	New	+$247K	0.03%	467
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

KWS

Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

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

LCWP

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

United Advisor Group's FJUN Position: Q2 2026 in Review

United Advisor Group opened a new position in FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026: 4,184 shares worth $251K. The stake represents 0.03% of the portfolio and ranks #467 among its holdings. This is a return to the name: United Advisor Group previously reported a position in FJUN as recently as Q2 2025.

United Advisor Group first reported a position in FJUN in Q3 2024 and has held it in 5 quarters since. The position peaked at $443K in Q2 2025. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

United Advisor Group held 4,184 shares of FT Vest US Equity Buffer ETF June worth $251K as of Q2 2026.
FT Vest US Equity Buffer ETF June was a new United Advisor Group position in Q2 2026.
FT Vest US Equity Buffer ETF June made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #467 holding.
United Advisor Group first reported a position in FT Vest US Equity Buffer ETF June in Q3 2024 and has held it in 5 quarters since.
United Advisor Group's FT Vest US Equity Buffer ETF June position peaked at $443K in Q2 2025.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.