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WESPAC Advisors SoCal’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

WESPAC Advisors SoCal’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
2025
Q3 		– Sell
-4,806
Closed -$258K – 112
2025
Q2 		$258K Sell
4,806
-2,000
-29% -$102K 0.06% 97
2025
Q1 		$340K Sell
6,806
-1,005
-13% -$51.9K 0.09% 87
2024
Q4 		$401K Sell
7,811
-59
-0.7% -$3.03K 0.09% 82
2024
Q3 		$398K Buy
7,870
+569
+8% +$27.9K 0.09% 77
2024
Q2 		$353K Buy
+7,301
New +$346K 0.09% 75

Other funds holding FJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $468M AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WESPAC Advisors SoCal's FJUN Position: Q3 2025 in Review

WESPAC Advisors SoCal sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q3 2025, closing a stake of 4,806 shares — an estimated $258K sold.

WESPAC Advisors SoCal first reported a position in FJUN in Q2 2024 and held it in 5 quarters. The position peaked at $401K in Q4 2024. 135 funds tracked by Wall St. Rank hold FJUN as of Q3 2025.

  • WESPAC Advisors SoCal reported no remaining FT Vest US Equity Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 4,806 FT Vest US Equity Buffer ETF June shares in Q3 2025, an estimated $258K.
  • WESPAC Advisors SoCal first reported a position in FT Vest US Equity Buffer ETF June in Q2 2024 and held it in 5 quarters.
  • WESPAC Advisors SoCal's FT Vest US Equity Buffer ETF June position peaked at $401K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q3 2025.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2025, filed 22 Oct 2025.