AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

AE Wealth Management’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 Q1	$207K	Buy	4,814 +22	+0.5%	+$949	﹤0.01%	1584
2025 Q4	$206K	Buy	4,792 +17	+0.4%	+$722	﹤0.01%	1509
2025 Q3	$202K	Buy	4,775 +122	+3%	+$5.08K	﹤0.01%	1401
2025 Q2	$191K	Sell	4,653 -21	-0.4%	-$821	﹤0.01%	1325
2025 Q1	$180K	Sell	4,674 -3,151	-40%	-$123K	﹤0.01%	1305
2024 Q4	$302K	Sell	7,825 -379	-5%	-$14.6K	﹤0.01%	1101
2024 Q3	$312K	Sell	8,204 -939	-10%	-$35K	﹤0.01%	1016
2024 Q2	$337K	Buy	9,143 +533	+6%	+$19.4K	﹤0.01%	994
2024 Q1	$312K	Sell	8,610 -28,044	-77%	-$1M	﹤0.01%	950
2023 Q4	$1.3M	Sell	36,654 -418,562	-92%	-$14.2M	0.01%	1061
2023 Q3	$15.1M	Sell	455,216 -942,028	-67%	-$31.6M	0.09%	260
2023 Q2	$46.7M	Buy	+1,397,244	New	+$45.8M	0.28%	64
2023 Q1	–	Sell	-7,974	Closed	-$244K	–	2015
2022 Q4	$244K	Buy	+7,974	New	+$241K	﹤0.01%	1590

Other funds holding XJUN

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

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

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

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

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

AE Wealth Management's XJUN Position: Q1 2026 in Review

AE Wealth Management increased its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 0.46% in Q1 2026, buying an estimated $949 and bringing the position to 4,814 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

AE Wealth Management first reported a position in XJUN in Q4 2022 and has held it in 13 quarters since. The position peaked at $46.7M in Q2 2023. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

AE Wealth Management held 4,814 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $207K as of Q1 2026.
AE Wealth Management bought 22 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $949.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1584 holding.
AE Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2022 and has held it in 13 quarters since.
AE Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $46.7M in Q2 2023.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.