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 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

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

Independent Financial Group's DJUN Position: Q2 2026 in Review

Independent Financial Group increased its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 4.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 9,803 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #1010.

Independent Financial Group first reported a position in DJUN in Q4 2023 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

Independent Financial Group held 9,803 shares of FT Vest US Equity Deep Buffer ETF June worth $483K as of Q2 2026.
Independent Financial Group bought 400 FT Vest US Equity Deep Buffer ETF June shares in Q2 2026, an estimated $19.5K.
FT Vest US Equity Deep Buffer ETF June made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1010 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 11 quarters since.
106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.