MWM
DJUN icon

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
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
1SB
1ST Source Bank South Bend, Indiana $1.94B AUM 20.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HAM
Hickory Asset Management Concord, Ohio $121M AUM
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return