Waverly Advisors’s FT Vest US Equity Moderate Buffer ETF June GJUN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$230K Sell
5,831
-180
-3% -$7.14K ﹤0.01% 1436
2025
Q4
$238K Buy
+6,011
New +$235K ﹤0.01% 1321

Other funds holding GJUN

Waverly Advisors's GJUN Position: Q1 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 3% in Q1 2026, selling an estimated $7.14K and leaving 5,831 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Waverly Advisors first reported a position in GJUN in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

  • Waverly Advisors held 5,831 shares of FT Vest US Equity Moderate Buffer ETF June worth $230K as of Q1 2026.
  • Waverly Advisors sold 180 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $7.14K.
  • FT Vest US Equity Moderate Buffer ETF June made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1436 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's FT Vest US Equity Moderate Buffer ETF June position peaked at $238K 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.