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BlueChip Wealth Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

BlueChip Wealth Advisors’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
-7,842
Closed -$353K – 160
2025
Q2 		$353K Sell
7,842
-3,422
-30% -$146K 0.16% 115
2025
Q1 		$473K Hold
11,264
– – 0.23% 85
2024
Q4 		$488K Hold
11,264
– – 0.27% 76
2024
Q3 		$479K Buy
11,264
+5,816
+107% +$241K 0.25% 77
2024
Q2 		$223K Buy
+5,448
New +$220K 0.13% 131

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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

BlueChip Wealth Advisors's DJUN Position: Q3 2025 in Review

BlueChip Wealth Advisors sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q3 2025, closing a stake of 7,842 shares — an estimated $353K sold.

BlueChip Wealth Advisors first reported a position in DJUN in Q2 2024 and held it in 5 quarters. The position peaked at $488K in Q4 2024. 96 funds tracked by Wall St. Rank hold DJUN as of Q3 2025.

  • BlueChip Wealth Advisors reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 7,842 FT Vest US Equity Deep Buffer ETF June shares in Q3 2025, an estimated $353K.
  • BlueChip Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and held it in 5 quarters.
  • BlueChip Wealth Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $488K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2025.

Based on BlueChip Wealth Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.