Wood Tarver Financial Group’s FT Vest US Equity Buffer ETF June FJUN Stock Holding History

Wood Tarver Financial Group’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	-3,573	Closed	-$201K	–	166
2026 Q1	$201K	Sell	3,573 -144	-4%	-$8.24K	0.06%	155
2025 Q4	$212K	Hold	3,717	–	–	0.06%	150
2025 Q3	$207K	Buy	3,717 +313	+9%	+$17.1K	0.06%	149
2025 Q2	$182K	Buy	+3,404	New	+$173K	0.05%	149

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 $9.98B AUM 26.5% 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

Wood Tarver Financial Group's FJUN Position: Q2 2026 in Review

Wood Tarver Financial Group sold out of FT Vest US Equity Buffer ETF June (FJUN) in Q2 2026, closing a stake of 3,573 shares — an estimated $201K sold.

Wood Tarver Financial Group first reported a position in FJUN in Q2 2025 and held it in 4 quarters. The position peaked at $212K in Q4 2025. 156 funds tracked by Wall St. Rank hold FJUN as of Q2 2026.

Wood Tarver Financial Group reported no remaining FT Vest US Equity Buffer ETF June position as of Q2 2026 after selling out during the quarter.
Wood Tarver Financial Group sold 3,573 FT Vest US Equity Buffer ETF June shares in Q2 2026, an estimated $201K.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Buffer ETF June in Q2 2025 and held it in 4 quarters.
Wood Tarver Financial Group's FT Vest US Equity Buffer ETF June position peaked at $212K in Q4 2025.
156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q2 2026.

Based on Wood Tarver Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.