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 Q2	$432K	Hold	8,771	–	–	0.07%	136
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 $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

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

SAMC

Spectrum Asset Management (California) Newport Beach, California $360M AUM 19.03% 1-Year Est. Return

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SOA Wealth Advisors's DJUN Position: Q2 2026 in Review

SOA Wealth Advisors held its FT Vest US Equity Deep Buffer ETF June (DJUN) position steady in Q2 2026 at 8,771 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #136.

SOA Wealth Advisors first reported a position in DJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $545K in Q4 2025. 106 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

SOA Wealth Advisors held 8,771 shares of FT Vest US Equity Deep Buffer ETF June worth $432K as of Q2 2026.
SOA Wealth Advisors left its FT Vest US Equity Deep Buffer ETF June share count unchanged in Q2 2026.
FT Vest US Equity Deep Buffer ETF June made up 0.07% of SOA Wealth Advisors's portfolio in Q2 2026, its #136 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
SOA Wealth Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $545K in Q4 2025.
106 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.