James T. Borello RIA’s FT Vest U.S. Equity Max Buffer ETF - June JUNM Stock Holding History

James T. Borello RIA’s Portfolio JUNM Stock Details JUNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$129K	Hold	3,636	–	–	0.03%	149
2026 Q2	$128K	Hold	3,636	–	–	0.03%	144
2026 Q1	$125K	Hold	3,636	–	–	0.03%	138
2025 Q4	$125K	Hold	3,636	–	–	0.03%	121
2025 Q3	$123K	Hold	3,636	–	–	0.03%	115
2025 Q2	$121K	Buy	+3,636	New	+$116K	0.04%	106

Other funds holding JUNM

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

James T. Borello RIA's JUNM Position: Q3 2026 in Review

James T. Borello RIA held its FT Vest U.S. Equity Max Buffer ETF - June (JUNM) position steady in Q3 2026 at 3,636 shares worth $129K. The position accounts for 0.03% of the portfolio, ranked #149.

James T. Borello RIA first reported a position in JUNM in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold JUNM as of Q3 2026.

James T. Borello RIA held 3,636 shares of FT Vest U.S. Equity Max Buffer ETF - June worth $129K as of Q3 2026.
James T. Borello RIA left its FT Vest U.S. Equity Max Buffer ETF - June share count unchanged in Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - June made up 0.03% of James T. Borello RIA's portfolio in Q3 2026, its #149 holding.
James T. Borello RIA first reported a position in FT Vest U.S. Equity Max Buffer ETF - June in Q2 2025 and has held it in 6 quarters since.
9 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - June as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.