Maltin Wealth Management’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Maltin Wealth Management’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 Q2	–	Sell	-8,697	Closed	-$365K	–	129
2025 Q1	$365K	Sell	8,697 -292	-3%	-$12.7K	0.17%	94
2024 Q4	$389K	Sell	8,989 -456	-5%	-$19.7K	0.19%	93
2024 Q3	$402K	Hold	9,445	–	–	0.2%	85
2024 Q2	$386K	Sell	9,445 -11,277	-54%	-$454K	0.21%	84
2024 Q1	$829K	Sell	20,722 -4,794	-19%	-$187K	0.47%	58
2023 Q4	$969K	Sell	25,516 -4,467	-15%	-$162K	0.62%	54
2023 Q3	$1.06M	Sell	29,983 -857	-3%	-$31K	0.74%	47
2023 Q2	$1.11M	Buy	+30,840	New	+$1.08M	0.79%	43

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HAM

Hickory Asset Management Concord, Ohio $121M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Maltin Wealth Management's DJUN Position: Q2 2025 in Review

Maltin Wealth Management sold out of FT Vest US Equity Deep Buffer ETF June (DJUN) in Q2 2025, closing a stake of 8,697 shares — an estimated $365K sold.

Maltin Wealth Management first reported a position in DJUN in Q2 2023 and held it in 8 quarters. The position peaked at $1.11M in Q2 2023. 96 funds tracked by Wall St. Rank hold DJUN as of Q2 2025.

Maltin Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF June position as of Q2 2025 after selling out during the quarter.
Maltin Wealth Management sold 8,697 FT Vest US Equity Deep Buffer ETF June shares in Q2 2025, an estimated $365K.
Maltin Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2023 and held it in 8 quarters.
Maltin Wealth Management's FT Vest US Equity Deep Buffer ETF June position peaked at $1.11M in Q2 2023.
96 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2025.

Based on Maltin Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.