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

Axxcess 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
2024
Q4 		– Sell
-10,799
Closed -$460K – 873
2024
Q3 		$460K Hold
10,799
– – 0.01% 569
2024
Q2 		$442K Buy
+10,799
New +$435K 0.01% 550

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RFG
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Commonwealth Equity Services
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CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
HAM
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PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
SAW
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FWM
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Axxcess Wealth Management's DJUN Position: Q4 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2024, closing a stake of 10,799 shares — an estimated $460K sold.

Axxcess Wealth Management first reported a position in DJUN in Q2 2024 and held it in 2 quarters. The position peaked at $460K in Q3 2024. 101 funds tracked by Wall St. Rank hold DJUN as of Q4 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,799 FT Vest US Equity Deep Buffer ETF June shares in Q4 2024, an estimated $460K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Axxcess Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $460K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.