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 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 $374B AUM 17.66% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wood Tarver Financial Group's FJUN Position: Q1 2026 in Review

Wood Tarver Financial Group reduced its FT Vest US Equity Buffer ETF June (FJUN) stake by 3.9% in Q1 2026, selling an estimated $8.24K and leaving 3,573 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #155.

Wood Tarver Financial Group first reported a position in FJUN in Q2 2025 and has held it in 4 quarters since. The position peaked at $212K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUN as of Q1 2026.

Wood Tarver Financial Group held 3,573 shares of FT Vest US Equity Buffer ETF June worth $201K as of Q1 2026.
Wood Tarver Financial Group sold 144 FT Vest US Equity Buffer ETF June shares in Q1 2026, an estimated $8.24K.
FT Vest US Equity Buffer ETF June made up 0.06% of Wood Tarver Financial Group's portfolio in Q1 2026, its #155 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Buffer ETF June in Q2 2025 and has held it in 4 quarters since.
Wood Tarver Financial Group's FT Vest US Equity Buffer ETF June position peaked at $212K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF June as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.