Sequent Planning’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Sequent Planning’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 Q1	$361K	Sell	7,676 -691	-8%	-$32.8K	0.09%	156
2025 Q4	$396K	Sell	8,367 -56	-0.7%	-$2.62K	0.1%	141
2025 Q3	$392K	Buy	8,423 +583	+7%	+$26.7K	0.11%	135
2025 Q2	$353K	Buy	7,840 +42	+0.5%	+$1.8K	0.11%	113
2025 Q1	$327K	Sell	7,798 -30	-0.4%	-$1.3K	0.12%	111
2024 Q4	$339K	Sell	7,828 -94,624	-92%	-$4.09M	0.12%	106
2024 Q3	$4.36M	Sell	102,452 -6,007	-6%	-$249K	1.5%	18
2024 Q2	$4.44M	Buy	+108,459	New	+$4.37M	1.52%	17

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

VestGen Advisors Inverness, Illinois $3.76B AUM 26.04% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $362M AUM 14.75% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sequent Planning's DJUN Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 8.3% in Q1 2026, selling an estimated $32.8K and leaving 7,676 shares worth $361K. The position accounts for 0.09% of the portfolio, ranked #156.

Sequent Planning first reported a position in DJUN in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.44M in Q2 2024. 100 funds tracked by Wall St. Rank hold DJUN as of Q1 2026.

Sequent Planning held 7,676 shares of FT Vest US Equity Deep Buffer ETF June worth $361K as of Q1 2026.
Sequent Planning sold 691 FT Vest US Equity Deep Buffer ETF June shares in Q1 2026, an estimated $32.8K.
FT Vest US Equity Deep Buffer ETF June made up 0.09% of Sequent Planning's portfolio in Q1 2026, its #156 holding.
Sequent Planning first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2024 and has held it in 8 quarters since.
Sequent Planning's FT Vest US Equity Deep Buffer ETF June position peaked at $4.44M in Q2 2024.
100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.