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

Castle Rock 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 		$365K Hold
8,218
– – 0.07% 202
2026
Q1 		$354K Hold
8,218
– – 0.08% 197
2025
Q4 		$354K Hold
8,218
– – 0.08% 200
2025
Q3 		$347K Hold
8,218
– – 0.08% 197
2025
Q2 		$340K Buy
+8,218
New +$321K 0.08% 193

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

Castle Rock Wealth Management's XJUN Position: Q2 2026 in Review

Castle Rock Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q2 2026 at 8,218 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #202.

Castle Rock Wealth Management first reported a position in XJUN in Q2 2025 and has held it in 5 quarters since. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • Castle Rock Wealth Management held 8,218 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $365K as of Q2 2026.
  • Castle Rock Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF June share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.07% of Castle Rock Wealth Management's portfolio in Q2 2026, its #202 holding.
  • Castle Rock Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2025 and has held it in 5 quarters since.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Castle Rock Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.