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DJUN icon

WealthPLAN Partners’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-467
Closed -$16.8K – 496
2023
Q2 		$16.8K Sell
467
-2,382
-84% -$83.2K ﹤0.01% 713
2023
Q1 		$97.1K Buy
+2,849
New +$94.8K 0.01% 432
2020
Q4 		– Sell
-364,942
Closed -$11.7M – 340
2020
Q3 		$11.7M Buy
364,942
+47,081
+15% +$1.47M 1.14% 19
2020
Q2 		$9.97M Buy
+317,861
New +$9.66M 1.03% 27

Other funds holding DJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
PSCM
Per Stirling Capital Management Austin, Texas $905M AUM 17.06% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $276M AUM 16.97% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CFCI
Comprehensive Financial Consultants Institutional Bloomington, Indiana $337M AUM 19.39% 1-Year Est. Return