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Atria Investments’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Atria Investments’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 		$340K Buy
+7,915
New +$341K ﹤0.01% 1674
2025
Q2 		– Sell
-6,674
Closed -$257K – 2090
2025
Q1 		$257K Sell
6,674
-2,805
-30% -$109K ﹤0.01% 1709
2024
Q4 		$366K Buy
+9,479
New +$364K ﹤0.01% 1485

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
MA
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
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

Atria Investments's XJUN Position: Q1 2026 in Review

Atria Investments opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2026: 7,915 shares worth $340K. The stake represents ﹤0.01% of the portfolio and ranks #1674 among its holdings. This is a return to the name: Atria Investments previously reported a position in XJUN as recently as Q1 2025.

Atria Investments first reported a position in XJUN in Q4 2024 and has held it in 3 quarters since. The position peaked at $366K in Q4 2024. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • Atria Investments held 7,915 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $340K as of Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June was a new Atria Investments position in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1674 holding.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and has held it in 3 quarters since.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $366K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.