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

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Comprehensive Financial Consultants Institutional Bloomington, Indiana $378M AUM 23.74% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return