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

EPG 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
2025 Q2	–	Sell	-36,000	Closed	-$1.51M	–	339
2025 Q1	$1.51M	Hold	36,000	–	–	0.42%	67
2024 Q4	$1.56M	Sell	36,000 -1,500	-4%	-$64.8K	0.41%	65
2024 Q3	$1.6M	Buy	+37,500	New	+$1.55M	0.4%	65
2024 Q2	–	Sell	-24,100	Closed	-$971K	–	73
2024 Q1	$965K	Hold	24,100	–	–	0.24%	109
2023 Q4	$938K	Hold	24,100	–	–	0.25%	102
2023 Q3	$851K	Sell	24,100 -800	-3%	-$28.9K	0.26%	97
2023 Q2	$898K	Hold	24,900	–	–	0.27%	97
2023 Q1	$849K	Sell	24,900 -275	-1%	-$9.15K	0.27%	90
2022 Q4	$813K	Hold	25,175	–	–	0.31%	78
2022 Q3	$780K	Sell	25,175 -1,200	-5%	-$38.8K	0.32%	74
2022 Q2	$834K	Buy	26,375 +22,875	+654%	+$751K	0.36%	67
2022 Q1	$120K	Hold	3,500	–	–	0.04%	250
2021 Q4	$121K	Hold	3,500	–	–	0.04%	251
2021 Q3	$118K	Buy	+3,500	New	+$118K	0.05%	233

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPG Wealth Management's DJUN Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q2 2025, closing a stake of 36,000 shares — an estimated $1.51M sold.

EPG Wealth Management first reported a position in DJUN in Q3 2021 and held it in 14 quarters. The position peaked at $1.6M in Q3 2024. 96 funds tracked by Wall St. Rank hold DJUN as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 36,000 FT Vest US Equity Deep Buffer ETF June shares in Q2 2025, an estimated $1.51M.
EPG Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q3 2021 and held it in 14 quarters.
EPG Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $1.6M in Q3 2024.
96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.