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Orion Portfolio Solutions’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Orion Portfolio Solutions’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
Q1 		$327K Buy
7,799
+3,006
+63% +$130K ﹤0.01% 1588
2024
Q4 		$207K Hold
4,793
– – ﹤0.01% 1741
2024
Q3 		$204K Buy
+4,793
New +$198K ﹤0.01% 1703

Other funds holding DJUN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SF
Seros Financial Tempe, Arizona $157M AUM 16.95% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
HAM
Hickory Asset Management Concord, Ohio $121M AUM

Orion Portfolio Solutions's DJUN Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 63% in Q1 2025, buying an estimated $130K and bringing the position to 7,799 shares worth $327K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Orion Portfolio Solutions first reported a position in DJUN in Q3 2024 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold DJUN as of Q1 2025.

  • Orion Portfolio Solutions held 7,799 shares of FT Vest US Equity Deep Buffer ETF June worth $327K as of Q1 2025.
  • Orion Portfolio Solutions bought 3,006 FT Vest US Equity Deep Buffer ETF June shares in Q1 2025, an estimated $130K.
  • FT Vest US Equity Deep Buffer ETF June made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1588 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Deep Buffer ETF June in Q3 2024 and has held it in 3 quarters since.
  • 104 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.