VWM
JUNM

VanWeelden Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

VanWeelden Wealth Management’s Portfolio JUNM Stock Details JUNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-146,982
Closed -$4.67M – 22
2024
Q4 		$4.67M Buy
+146,982
New +$4.65M 4.22% 10

Other funds holding JUNM

MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
OL
Owen LaRue Elizabethtown, Kentucky $261M AUM 32.4% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

VanWeelden Wealth Management's JUNM Position: Q1 2025 in Review

VanWeelden Wealth Management sold out of FT Vest U.S. Equity Max Buffer ETF - June (JUNM) in Q1 2025, closing a stake of 146,982 shares — an estimated $4.67M sold.

VanWeelden Wealth Management first reported a position in JUNM in Q4 2024 and held it in 1 quarter. The position peaked at $4.67M in Q4 2024. 51 funds tracked by Wall St. Rank hold JUNM as of Q1 2025.

  • VanWeelden Wealth Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - June position as of Q1 2025 after selling out during the quarter.
  • VanWeelden Wealth Management sold 146,982 FT Vest U.S. Equity Max Buffer ETF - June shares in Q1 2025, an estimated $4.67M.
  • VanWeelden Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q4 2024 and held it in 1 quarter.
  • VanWeelden Wealth Management's FT Vest U.S. Equity Max Buffer ETF - June position peaked at $4.67M in Q4 2024.
  • 51 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q1 2025.

Based on VanWeelden Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.