Avantax Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Avantax Advisory Services’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
2025 Q2	$298K	Sell	7,259 -1,071	-13%	-$41.9K	﹤0.01%	1911
2025 Q1	$321K	Sell	8,330 -4,745	-36%	-$185K	﹤0.01%	1788
2024 Q4	$505K	Sell	13,075 -10,361	-44%	-$398K	﹤0.01%	1437
2024 Q3	$891K	Sell	23,436 -11,046	-32%	-$411K	0.01%	1092
2024 Q2	$1.27M	Buy	34,482 +13,232	+62%	+$483K	0.01%	864
2024 Q1	$769K	Buy	21,250 +241	+1%	+$8.61K	0.01%	855
2023 Q4	$738K	Sell	21,009 -7,176	-25%	-$244K	0.01%	830
2023 Q3	$934K	Sell	28,185 -2,684	-9%	-$90.1K	0.01%	720
2023 Q2	$1.03M	Sell	30,869 -15,751	-34%	-$516K	0.01%	666
2023 Q1	$1.5M	Buy	46,620 +35,546	+321%	+$1.12M	0.02%	526
2022 Q4	$339K	Buy	+11,074	New	+$335K	﹤0.01%	1039

Other funds holding XJUN

KAS

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

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

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

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

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

USCWA

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

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

Avantax Advisory Services's XJUN Position: Q2 2025 in Review

Avantax Advisory Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 13% in Q2 2025, selling an estimated $41.9K and leaving 7,259 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Avantax Advisory Services first reported a position in XJUN in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.5M in Q1 2023. 74 funds tracked by Wall St. Rank hold XJUN as of Q2 2025.

Avantax Advisory Services held 7,259 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $298K as of Q2 2025.
Avantax Advisory Services sold 1,071 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2025, an estimated $41.9K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1911 holding.
Avantax Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2022 and has held it in 11 quarters since.
Avantax Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $1.5M in Q1 2023.
74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.