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

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return