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

BAM 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 Q2	–	Sell	-4,808	Closed	-$207K	–	187
2026 Q1	$207K	Buy	+4,808	New	+$207K	0.15%	155

Other funds holding XJUN

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

QFW

QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return

BAM Wealth Management's XJUN Position: Q2 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2026, closing a stake of 4,808 shares — an estimated $207K sold.

BAM Wealth Management first reported a position in XJUN in Q1 2026 and held it in 1 quarter. The position peaked at $207K in Q1 2026. 36 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

BAM Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2026 after selling out during the quarter.
BAM Wealth Management sold 4,808 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $207K.
BAM Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q1 2026 and held it in 1 quarter.
BAM Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $207K in Q1 2026.
36 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.