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

United Capital Financial Advisors’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 Q1	$267K	Hold	6,781	–	–	﹤0.01%	1411
2025 Q4	$269K	Hold	6,781	–	–	﹤0.01%	1214
2025 Q3	$264K	Hold	6,781	–	–	﹤0.01%	1062
2025 Q2	$255K	Buy	+6,781	New	+$243K	﹤0.01%	976

Other funds holding GJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

United Capital Financial Advisors's GJUN Position: Q1 2026 in Review

United Capital Financial Advisors held its FT Vest US Equity Moderate Buffer ETF June (GJUN) position steady in Q1 2026 at 6,781 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1411.

United Capital Financial Advisors first reported a position in GJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $269K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

United Capital Financial Advisors held 6,781 shares of FT Vest US Equity Moderate Buffer ETF June worth $267K as of Q1 2026.
United Capital Financial Advisors left its FT Vest US Equity Moderate Buffer ETF June share count unchanged in Q1 2026.
FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1411 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q2 2025 and has held it in 4 quarters since.
United Capital Financial Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $269K in Q4 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.