Wood Tarver Financial Group’s FT Vest US Equity Deep Buffer ETF June DJUN Stock Holding History

Wood Tarver Financial 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	$2.49M	Buy	53,007 +165	+0.3%	+$7.83K	0.69%	26
2025 Q4	$2.5M	Sell	52,842 -140	-0.3%	-$6.55K	0.7%	27
2025 Q3	$2.46M	Sell	52,982 -512	-1%	-$23.4K	0.73%	27
2025 Q2	$2.41M	Sell	53,494 -743	-1%	-$31.8K	0.72%	26
2025 Q1	$2.28M	Sell	54,237 -3,493	-6%	-$152K	0.74%	21
2024 Q4	$2.5M	Buy	+57,730	New	+$2.49M	0.84%	20

Other funds holding DJUN

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

Wood Tarver Financial Group's DJUN Position: Q1 2026 in Review

Wood Tarver Financial Group increased its FT Vest US Equity Deep Buffer ETF June (DJUN) stake by 0.31% in Q1 2026, buying an estimated $7.83K and bringing the position to 53,007 shares worth $2.49M. The position accounts for 0.69% of the portfolio, ranked #26.

Wood Tarver Financial Group first reported a position in DJUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.5M in Q4 2025. 100 funds tracked by Wall St. Rank hold DJUN as of Q1 2026.

Wood Tarver Financial Group held 53,007 shares of FT Vest US Equity Deep Buffer ETF June worth $2.49M as of Q1 2026.
Wood Tarver Financial Group bought 165 FT Vest US Equity Deep Buffer ETF June shares in Q1 2026, an estimated $7.83K.
FT Vest US Equity Deep Buffer ETF June made up 0.69% of Wood Tarver Financial Group's portfolio in Q1 2026, its #26 holding.
Wood Tarver Financial Group first reported a position in FT Vest US Equity Deep Buffer ETF June in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's FT Vest US Equity Deep Buffer ETF June position peaked at $2.5M in Q4 2025.
100 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF June as of Q1 2026.

Based on Wood Tarver Financial Group's 13F filing for Q1 2026, filed 12 May 2026.