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

Benson 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 Q2	$11K	Sell	224 -736	-77%	-$35.9K	0.01%	170
2026 Q1	$45.2K	Hold	960	–	–	0.06%	96
2025 Q4	$45.4K	Buy	+960	New	+$44.9K	0.05%	94

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Benson Wealth Management's DJUN Position: Q2 2026 in Review

Benson Wealth Management reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 77% in Q2 2026, selling an estimated $35.9K and leaving 224 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #170.

Benson Wealth Management first reported a position in DJUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $45.4K in Q4 2025. 105 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

Benson Wealth Management held 224 shares of FT Vest US Equity Deep Buffer ETF June worth $11K as of Q2 2026.
Benson Wealth Management sold 736 FT Vest US Equity Deep Buffer ETF June shares in Q2 2026, an estimated $35.9K.
FT Vest US Equity Deep Buffer ETF June made up 0.01% of Benson Wealth Management's portfolio in Q2 2026, its #170 holding.
Benson Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
Benson Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $45.4K in Q4 2025.
105 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.