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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
Q2 		– Sell
-7,915
Closed -$340K – 2274
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $1.09B AUM 20.24% 1-Year Est. Return
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments's XJUN Position: Q2 2026 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2026, closing a stake of 7,915 shares — an estimated $340K sold.

Atria Investments first reported a position in XJUN in Q4 2024 and held it in 3 quarters. The position peaked at $366K in Q4 2024. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 7,915 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $340K.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and held it in 3 quarters.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $366K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.