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

Wood Tarver Financial Group’s Portfolio GJUN Stock Details GJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$770K	Sell	19,541 -678	-3%	-$26.9K	0.21%	70
2025 Q4	$800K	Sell	20,219 -2,036	-9%	-$79.6K	0.22%	65
2025 Q3	$865K	Hold	22,255	–	–	0.26%	59
2025 Q2	$836K	Buy	22,255 +4,935	+28%	+$177K	0.25%	58
2025 Q1	$609K	Sell	17,320 -623	-3%	-$22.5K	0.2%	67
2024 Q4	$645K	Buy	+17,943	New	+$644K	0.22%	62

Other funds holding GJUN

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

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

FIBOI

First International Bank of Israel Tel Aviv $340M AUM 14.61% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Wood Tarver Financial Group reduced its FT Vest US Equity Moderate Buffer ETF June (GJUN) stake by 3.4% in Q1 2026, selling an estimated $26.9K and leaving 19,541 shares worth $770K. The position accounts for 0.21% of the portfolio, ranked #70.

Wood Tarver Financial Group first reported a position in GJUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $865K in Q3 2025. 118 funds tracked by Wall St. Rank hold GJUN as of Q1 2026.

Wood Tarver Financial Group held 19,541 shares of FT Vest US Equity Moderate Buffer ETF June worth $770K as of Q1 2026.
Wood Tarver Financial Group sold 678 FT Vest US Equity Moderate Buffer ETF June shares in Q1 2026, an estimated $26.9K.
FT Vest US Equity Moderate Buffer ETF June made up 0.21% of Wood Tarver Financial Group's portfolio in Q1 2026, its #70 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF June in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's FT Vest US Equity Moderate Buffer ETF June position peaked at $865K in Q3 2025.
118 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF June as of Q1 2026.

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