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

Waverly 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	$286K	Sell	5,807 -580	-9%	-$28.3K	﹤0.01%	1438
2026 Q1	$300K	Sell	6,387 -300	-4%	-$14.2K	﹤0.01%	1296
2025 Q4	$317K	Buy	+6,687	New	+$313K	﹤0.01%	1182

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

Waverly Advisors's DJUN Position: Q2 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 9.1% in Q2 2026, selling an estimated $28.3K and leaving 5,807 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Waverly Advisors first reported a position in DJUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 106 funds tracked by Wall St. Rank hold DJUN as of Q2 2026.

Waverly Advisors held 5,807 shares of FT Vest US Equity Deep Buffer ETF June worth $286K as of Q2 2026.
Waverly Advisors sold 580 FT Vest US Equity Deep Buffer ETF June shares in Q2 2026, an estimated $28.3K.
FT Vest US Equity Deep Buffer ETF June made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1438 holding.
Waverly Advisors first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
Waverly Advisors's FT Vest US Equity Deep Buffer ETF June position peaked at $317K 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.