United Capital Financial Advisors’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

United Capital Financial Advisors’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	–	Sell	-5,140	Closed	-$290K	–	1666
2026 Q1	$290K	Buy	5,140 +840	+20%	+$48.1K	﹤0.01%	1364
2025 Q4	$245K	Hold	4,300	–	–	﹤0.01%	1251
2025 Q3	$241K	Hold	4,300	–	–	﹤0.01%	1085
2025 Q2	$231K	Hold	4,300	–	–	﹤0.01%	1009
2025 Q1	$215K	Sell	4,300 -829	-16%	-$42.8K	﹤0.01%	992
2024 Q4	$264K	Hold	5,129	–	–	﹤0.01%	925
2024 Q3	$259K	Buy	5,129 +829	+19%	+$40.6K	﹤0.01%	925
2024 Q2	$208K	Buy	+4,300	New	+$204K	﹤0.01%	968

Other funds holding FJUN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $10.3B AUM 19.62% 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 Capital Financial Advisors's FJUN Position: Q2 2026 in Review

United Capital Financial Advisors sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026, closing a stake of 5,140 shares — an estimated $290K sold.

United Capital Financial Advisors first reported a position in FJUN in Q2 2024 and held it in 8 quarters. The position peaked at $290K in Q1 2026. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

United Capital Financial Advisors reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2026 after selling out during the quarter.
United Capital Financial Advisors sold 5,140 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $290K.
United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 8 quarters.
United Capital Financial Advisors's FT Vest US Equity Buffer ETF June position peaked at $290K in Q1 2026.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.