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

Evolution 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	$405K	Sell	8,213 -5	-0.1%	-$244	0.24%	72
2026 Q1	$387K	Sell	8,218 -3,353	-29%	-$159K	0.28%	62
2025 Q4	$548K	Sell	11,571 -2,262	-16%	-$106K	0.45%	42
2025 Q3	$643K	Sell	13,833 -2,159	-14%	-$98.8K	0.66%	34
2025 Q2	$720K	Buy	+15,992	New	+$684K	0.89%	22

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

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

Evolution Wealth Management reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 0.06% in Q2 2026, selling an estimated $244 and leaving 8,213 shares worth $405K. The position accounts for 0.24% of the portfolio, ranked #72.

Evolution Wealth Management first reported a position in DJUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $720K in Q2 2025. 106 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

Evolution Wealth Management held 8,213 shares of FT Vest US Equity Deep Buffer ETF June worth $405K as of Q2 2026.
Evolution Wealth Management sold 5 FT Vest US Equity Deep Buffer ETF June shares in Q2 2026, an estimated $244.
FT Vest US Equity Deep Buffer ETF June made up 0.24% of Evolution Wealth Management's portfolio in Q2 2026, its #72 holding.
Evolution Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $720K in Q2 2025.
106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.