UBS Group
DJUN icon

UBS Group’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

UBS Group’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 		$23.1K Buy
491
+415
+546% +$19.7K ﹤0.01% 7832
2025
Q4 		$3.6K Sell
76
-1,277
-94% -$59.8K ﹤0.01% 8989
2025
Q3 		$62.9K Buy
+1,353
New +$61.9K ﹤0.01% 7409
2024
Q4 		– Sell
-827
Closed -$35.2K – 10017
2024
Q3 		$35.2K Buy
+827
New +$34.2K ﹤0.01% 7046
2024
Q1 		– Sell
-2,384
Closed -$90.6K – 9441
2023
Q4 		$90.6K Buy
+2,384
New +$86.6K ﹤0.01% 6224
2023
Q2 		– Sell
-3,869
Closed -$132K – 9044
2023
Q1 		$132K Sell
3,869
-133
-3% -$4.43K ﹤0.01% 5696
2022
Q4 		$129K Buy
+4,002
New +$129K ﹤0.01% 5862
2022
Q2 		– Sell
-353
Closed -$12K – 10423
2022
Q1 		$12K Sell
353
-1,315
-79% -$44.7K ﹤0.01% 8163
2021
Q4 		$58K Buy
1,668
+27
+2% +$922 ﹤0.01% 6763
2021
Q3 		$55K Buy
+1,641
New +$55.4K ﹤0.01% 6261
2021
Q2 		– Sell
-1,560
Closed -$51K – 9455
2021
Q1 		$51K Buy
1,560
+1,468
+1,596% +$47.9K ﹤0.01% 6515
2020
Q4 		$3K Buy
+92
New +$2.94K ﹤0.01% 7989

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 $3.76B AUM 26.04% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
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 $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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return