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LifeWealth Investments’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

LifeWealth Investments’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
Q4 		– Sell
-5,002
Closed -$233K – 158
2025
Q3 		$233K Sell
5,002
-689
-12% -$31.5K 0.08% 127
2025
Q2 		$256K Sell
5,691
-68
-1% -$2.91K 0.09% 129
2025
Q1 		$242K Sell
5,759
-2,962
-34% -$129K 0.12% 116
2024
Q4 		$377K Buy
+8,721
New +$377K 0.25% 83

Other funds holding DJUN

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VA
VestGen Advisors Inverness, Illinois $3.43B AUM 37.73% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LifeWealth Investments's DJUN Position: Q4 2025 in Review

LifeWealth Investments sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q4 2025, closing a stake of 5,002 shares — an estimated $233K sold.

LifeWealth Investments first reported a position in DJUN in Q4 2024 and held it in 4 quarters. The position peaked at $377K in Q4 2024. 95 funds tracked by Wall St. Rank hold DJUN as of Q4 2025.

  • LifeWealth Investments reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • LifeWealth Investments sold 5,002 FT Vest US Equity Deep Buffer ETF June shares in Q4 2025, an estimated $233K.
  • LifeWealth Investments first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2024 and held it in 4 quarters.
  • LifeWealth Investments's FT Vest US Equity Deep Buffer ETF June position peaked at $377K in Q4 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q4 2025.

Based on LifeWealth Investments's 13F filing for Q4 2025, filed 26 Jan 2026.