LVZ Inc’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

LVZ Inc’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	$297K	Hold	6,017	–	–	0.03%	139
2026 Q1	$283K	Hold	6,017	–	–	0.03%	123
2025 Q4	$285K	Buy	6,017 +429	+8%	+$20.1K	0.03%	131
2025 Q3	$260K	Hold	5,588	–	–	0.03%	131
2025 Q2	$252K	Sell	5,588 -1,190	-18%	-$50.9K	0.03%	131
2025 Q1	$285K	Hold	6,778	–	–	0.04%	120
2024 Q4	$293K	Hold	6,778	–	–	0.04%	118
2024 Q3	$288K	Hold	6,778	–	–	0.04%	115
2024 Q2	$277K	Hold	6,778	–	–	0.04%	111
2024 Q1	$271K	Hold	6,778	–	–	0.04%	115
2023 Q4	$258K	Hold	6,778	–	–	0.04%	115
2023 Q3	$239K	Hold	6,778	–	–	0.04%	101
2023 Q2	$244K	Hold	6,778	–	–	0.03%	126
2023 Q1	$231K	Hold	6,778	–	–	0.03%	127
2022 Q4	$219K	Hold	6,778	–	–	0.03%	129
2022 Q3	$210K	Buy	+6,778	New	+$219K	0.04%	106

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

LVZ Inc's DJUN Position: Q2 2026 in Review

LVZ Inc held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q2 2026 at 6,017 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #139.

LVZ Inc first reported a position in DJUN in Q3 2022 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

LVZ Inc held 6,017 shares of FT Vest US Equity Deep Buffer ETF June worth $297K as of Q2 2026.
LVZ Inc left its FT Vest US Equity Deep Buffer ETF June share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF June made up 0.03% of LVZ Inc's portfolio in Q2 2026, its #139 holding.
LVZ Inc first reported a position in FT Vest US Equity Deep Buffer ETF June in Q3 2022 and has held it in 16 quarters since.
106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.