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Abound Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Abound Wealth Management’s Portfolio DJUN Stock Details DJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,400
Closed -$63K – 1370
2025
Q2 		$63K Buy
+1,400
New +$59.9K 0.02% 172

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Raymond James Financial
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Commonwealth Equity Services
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Abound Wealth Management's DJUN Position: Q3 2025 in Review

Abound Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2025, closing a stake of 1,400 shares — an estimated $63K sold.

Abound Wealth Management first reported a position in DJUN in Q2 2025 and held it in 1 quarter. The position peaked at $63K in Q2 2025. 96 funds tracked by Wall St. Rank hold DJUN as of Q3 2025.

  • Abound Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 1,400 FT Vest US Equity Deep Buffer ETF June shares in Q3 2025, an estimated $63K.
  • Abound Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2025 and held it in 1 quarter.
  • Abound Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $63K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.