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

Echo 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 Q3	$227K	Hold	4,542	–	–	0.11%	49
2026 Q2	$224K	Hold	4,542	–	–	0.11%	45
2026 Q1	$214K	Hold	4,542	–	–	0.12%	43
2025 Q4	$215K	Sell	4,542 -616	-12%	-$28.8K	0.13%	45
2025 Q3	$240K	Hold	5,158	–	–	0.14%	44
2025 Q2	$232K	Hold	5,158	–	–	0.14%	45
2025 Q1	$217K	Hold	5,158	–	–	0.15%	49
2024 Q4	$223K	Hold	5,158	–	–	0.15%	47
2024 Q3	$220K	Buy	+5,158	New	+$214K	0.15%	47
2023 Q4	–	Sell	-6,004	Closed	-$212K	–	41
2023 Q3	$212K	Sell	6,004 -588	-9%	-$21.2K	0.23%	37
2023 Q2	$240K	Hold	6,592	–	–	0.26%	37
2023 Q1	$225K	Buy	+6,592	New	+$219K	0.25%	38
2021 Q1	–	Sell	-7,595	Closed	-$246K	–	59
2020 Q4	$246K	Buy	+7,595	New	+$243K	0.32%	45

Other funds holding DJUN

SAMC

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CFCI

Comprehensive Financial Consultants Institutional Bloomington, Indiana $371M AUM 19.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Echo Wealth Management's DJUN Position: Q3 2026 in Review

Echo Wealth Management held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q3 2026 at 4,542 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #49.

Echo Wealth Management first reported a position in DJUN in Q4 2020 and has held it in 13 quarters since. The position peaked at $246K in Q4 2020. 15 funds tracked by Wall St. Rank hold DJUN as of Q3 2026.

Echo Wealth Management held 4,542 shares of FT Vest US Equity Deep Buffer ETF June worth $227K as of Q3 2026.
Echo Wealth Management left its FT Vest US Equity Deep Buffer ETF June share count unchanged in Q3 2026.
FT Vest US Equity Deep Buffer ETF June made up 0.11% of Echo Wealth Management's portfolio in Q3 2026, its #49 holding.
Echo Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2020 and has held it in 13 quarters since.
Echo Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $246K in Q4 2020.
15 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.