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

Benson 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 		$284K Sell
6,383
-11,528
-64% -$508K 0.29% 49
2026
Q1 		$770K Buy
17,911
+957
+6% +$41.3K 1.05% 28
2025
Q4 		$728K Buy
+16,954
New +$720K 0.81% 29

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
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

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

Benson Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 64% in Q2 2026, selling an estimated $508K and leaving 6,383 shares worth $284K. The position accounts for 0.29% of the portfolio, ranked #49.

Benson Wealth Management first reported a position in XJUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $770K in Q1 2026. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • Benson Wealth Management held 6,383 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $284K as of Q2 2026.
  • Benson Wealth Management sold 11,528 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $508K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.29% of Benson Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Benson Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
  • Benson Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $770K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.