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Superior Planning, LLC’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Superior Planning, LLC’s Portfolio XJUN Stock Details XJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$95.8K Buy
+2,114
New +$95K 0.04% 247

Other funds holding XJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
Secured Retirement Advisors
Secured Retirement Advisors St Louis Park, Minnesota $198M AUM 23.51% 1-Year Est. Return
WealthGarden F.S.
WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Superior Planning, LLC's XJUN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2026: 2,114 shares worth $95.8K. The stake represents 0.04% of the portfolio and ranks #247 among its holdings.

53 funds tracked by Wall St. Rank hold XJUN as of Q3 2026.

  • Superior Planning, LLC held 2,114 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $95.8K as of Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June was a new Superior Planning, LLC position in Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.04% of Superior Planning, LLC's portfolio in Q3 2026, its #247 holding.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.