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

Avior 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
Q4 		– Sell
-6,709
Closed -$312K – 752
2025
Q3 		$312K Sell
6,709
-153
-2% -$7K 0.01% 580
2025
Q2 		$309K Hold
6,862
– – 0.01% 563
2025
Q1 		$288K Sell
6,862
-148
-2% -$6.42K 0.01% 559
2024
Q4 		$303K Buy
7,010
+169
+2% +$7.3K 0.01% 589
2024
Q3 		$291K Sell
6,841
-179
-3% -$7.41K 0.01% 594
2024
Q2 		$287K Sell
7,020
-133
-2% -$5.36K 0.01% 578
2024
Q1 		$286K Buy
+7,153
New +$279K 0.01% 599
2023
Q2 		– Sell
-675
Closed -$23K – 1590
2023
Q1 		$23K Buy
+675
New +$22.5K ﹤0.01% 923

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avior Wealth Management's DJUN Position: Q4 2025 in Review

Avior Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2025, closing a stake of 6,709 shares — an estimated $312K sold.

Avior Wealth Management first reported a position in DJUN in Q1 2023 and held it in 8 quarters. The position peaked at $312K in Q3 2025. 95 funds tracked by Wall St. Rank hold DJUN as of Q4 2025.

  • Avior Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,709 FT Vest US Equity Deep Buffer ETF June shares in Q4 2025, an estimated $312K.
  • Avior Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $312K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.