SWA
DJUN icon

SOA Wealth Advisors’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

SOA Wealth Advisors’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 		$413K Sell
8,771
-2,751
-24% -$131K 0.08% 136
2025
Q4 		$545K Hold
11,522
– – 0.09% 119
2025
Q3 		$536K Hold
11,522
– – 0.09% 120
2025
Q2 		$519K Hold
11,522
– – 0.1% 116
2025
Q1 		$484K Hold
11,522
– – 0.1% 114
2024
Q4 		$499K Hold
11,522
– – 0.09% 113
2024
Q3 		$490K Buy
11,522
+4,972
+76% +$206K 0.09% 115
2024
Q2 		$268K Hold
6,550
– – 0.05% 151
2024
Q1 		$262K Hold
6,550
– – 0.05% 157
2023
Q4 		$249K Hold
6,550
– – 0.06% 153
2023
Q3 		$231K Hold
6,550
– – 0.06% 151
2023
Q2 		$236K Buy
+6,550
New +$229K 0.06% 149

Other funds holding DJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
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
VA
VestGen Advisors Inverness, Illinois $3.57B AUM 26.04% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return