Anfield Capital Management, LLC JUNM — FT VEST US EQ MAX BUF JUNE

Ownership history in Anfield Capital Management, LLC  ·  6 quarters on record

AI Ownership Summary

Anfield Capital Management, LLC reported FT VEST US EQ MAX BUF JUNE (JUNM) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.17% in 2024 Q3. The latest visible filing shows JUNM at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this JUNM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Anfield Capital Management, LLC's position in FT VEST US EQ MAX BUF JUNE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JUNM was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

JUNM stock page Anfield Capital Management, LLC fund profile Anfield Capital Management, LLC full holdings
How Anfield Capital Management, LLC held JUNM — position size vs. price
% of Fund (quarterly)    JUNM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 23.5% +0.2% ❌ 10,727 -3,300 -23.5% 0.12% $367K 2026-02-14 (Est.) $34.38
2025 Q3 REDUCED — — — 14,027 -20 -0.1% 0.14% $474K 2025-11-12 $33.99
2025 Q2 UNCHANGED — — — 14,047 — 0% 0.15% $467K 2025-08-11 $33.49
2025 Q1 UNCHANGED — — — 14,047 — 0% 0.16% $442K 2025-05-13 $32.25
2024 Q4 UNCHANGED — — — 14,047 — 0% 0.16% $446K 2025-02-05 $32.09
2024 Q3 INITIATED — — — 14,047 — — 0.17% $441K 2024-11-08 $31.69

🏢 Other funds also holding JUNM

As of 2026 Q1 — sorted by position size

Owen LaRue, LLC 3Y 0.37% Diligent Investors, LLC 3Y 7Y 0.26% EVOLUTION WEALTH MANAGEMENT INC. 0.08% Clear Creek Financial Management, LLC 3Y 0.05% WEDBUSH SECURITIES INC 3Y 7Y 0.04% NBC SECURITIES, INC. 0.03% McKinley Carter Wealth Services, Inc. 3Y 7Y 0.03% Noble Wealth Management PBC 0.03% DHJJ Financial Advisors, Ltd. 3Y 0.03% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.01%

FAQ About Anfield Capital Management, LLC and JUNM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Anfield Capital Management, LLC reported owning JUNM?

Anfield Capital Management, LLC reported JUNM across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported JUNM position in Anfield Capital Management, LLC's portfolio?

The largest reported portfolio weight for JUNM was 0.17% in 2024 Q3.

What is the latest reported JUNM position on this page?

The most recent filing on this page is 2025 Q4, when Anfield Capital Management, LLC reported 10,727 shares, equal to 0.12% of portfolio, with an estimated market value of $367K.

What does the chart on this JUNM ownership page compare?

The chart compares Anfield Capital Management, LLC's quarterly JUNM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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