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

AE 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
2026 Q1	$14.6K	Sell	310 -3	-1%	-$142	﹤0.01%	2204
2025 Q4	$14.8K	Hold	313	–	–	﹤0.01%	2084
2025 Q3	$14.6K	Sell	313 -575	-65%	-$26.3K	﹤0.01%	1946
2025 Q2	$40K	Sell	888 -7,570	-90%	-$324K	﹤0.01%	1642
2025 Q1	$355K	Sell	8,458 -11,837	-58%	-$514K	﹤0.01%	1026
2024 Q4	$878K	Sell	20,295 -9,523	-32%	-$411K	0.01%	735
2024 Q3	$1.27M	Buy	29,818 +5,678	+24%	+$235K	0.01%	649
2024 Q2	$987K	Sell	24,140 -2,720	-10%	-$110K	0.01%	706
2024 Q1	$1.08M	Sell	26,860 -22,911	-46%	-$894K	0.01%	638
2023 Q4	$1.92M	Buy	49,771 +1,816	+4%	+$66K	0.01%	920
2023 Q3	$1.69M	Buy	47,955 +14,718	+44%	+$532K	0.01%	909
2023 Q2	$1.2M	Buy	33,237 +6,105	+23%	+$213K	0.01%	1023
2023 Q1	$925K	Sell	27,132 -106	-0.4%	-$3.53K	0.01%	1077
2022 Q4	$880K	Buy	27,238 +1,440	+6%	+$46.3K	0.01%	1040
2022 Q3	$799K	Hold	25,798	–	–	0.01%	1036
2022 Q2	$816K	Buy	+25,798	New	+$846K	0.01%	963

Other funds holding DJUN

KAS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

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

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

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

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AE Wealth Management's DJUN Position: Q1 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 0.96% in Q1 2026, selling an estimated $142 and leaving 310 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

AE Wealth Management first reported a position in DJUN in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q4 2023. 100 funds tracked by Wall St. Rank hold DJUN as of Q1 2026.

AE Wealth Management held 310 shares of FT Vest US Equity Deep Buffer ETF June worth $14.6K as of Q1 2026.
AE Wealth Management sold 3 FT Vest US Equity Deep Buffer ETF June shares in Q1 2026, an estimated $142.
FT Vest US Equity Deep Buffer ETF June made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2204 holding.
AE Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2022 and has held it in 16 quarters since.
AE Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $1.92M in Q4 2023.
100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.