Independent Financial Group’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Independent Financial Group’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	$491K	Hold	9,803	–	–	0.01%	1022
2026 Q2	$483K	Buy	9,803 +400	+4%	+$19.5K	0.01%	1010
2026 Q1	$442K	Buy	9,403 +778	+9%	+$36.9K	0.01%	993
2025 Q4	$408K	Hold	8,625	–	–	0.01%	998
2025 Q3	$401K	Hold	8,625	–	–	0.01%	945
2025 Q2	$388K	Hold	8,625	–	–	0.01%	895
2025 Q1	$362K	Hold	8,625	–	–	0.01%	856
2024 Q4	$373K	Hold	8,625	–	–	0.01%	816
2024 Q3	$367K	Hold	8,625	–	–	0.01%	785
2024 Q2	$353K	Hold	8,625	–	–	0.01%	759
2024 Q1	$345K	Hold	8,625	–	–	0.02%	725
2023 Q4	$328K	Buy	+8,625	New	+$313K	0.02%	683

Other funds holding DJUN

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

SAW

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

PCA

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

FHC

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Independent Financial Group's DJUN Position: Q3 2026 in Review

Independent Financial Group held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q3 2026 at 9,803 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #1022.

Independent Financial Group first reported a position in DJUN in Q4 2023 and has held it in 12 quarters since. 9 funds tracked by Wall St. Rank hold DJUN as of Q3 2026.

Independent Financial Group held 9,803 shares of FT Vest US Equity Deep Buffer ETF June worth $491K as of Q3 2026.
Independent Financial Group 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 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1022 holding.
Independent Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2023 and has held it in 12 quarters since.
9 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.