Concurrent Investment Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Concurrent Investment 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
2026 Q2	$470K	Sell	9,544 -16,107	-63%	-$785K	﹤0.01%	1441
2026 Q1	$1.21M	Sell	25,651 -39,123	-60%	-$1.86M	0.01%	811
2025 Q4	$3.07M	Buy	64,774 +3,756	+6%	+$176K	0.03%	448
2025 Q3	$2.84M	Sell	61,018 -27,297	-31%	-$1.25M	0.05%	372
2025 Q2	$3.98M	Sell	88,315 -12,838	-13%	-$549K	0.08%	265
2025 Q1	$4.25M	Buy	101,153 +2,891	+3%	+$125K	0.1%	218
2024 Q4	$4.25M	Buy	98,262 +6,338	+7%	+$274K	0.11%	182
2024 Q3	$3.91M	Buy	+91,924	New	+$3.81M	0.12%	184

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SPI

Santori & Peters Inc Canonsburg, Pennsylvania $355M AUM 27.18% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Concurrent Investment Advisors's DJUN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 63% in Q2 2026, selling an estimated $785K and leaving 9,544 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Concurrent Investment Advisors first reported a position in DJUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.25M in Q4 2024. 40 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

Concurrent Investment Advisors held 9,544 shares of FT Vest US Equity Deep Buffer ETF June worth $470K as of Q2 2026.
Concurrent Investment Advisors sold 16,107 FT Vest US Equity Deep Buffer ETF June shares in Q2 2026, an estimated $785K.
FT Vest US Equity Deep Buffer ETF June made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1441 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q3 2024 and has held it in 8 quarters since.
Concurrent Investment Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $4.25M in Q4 2024.
40 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.