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Chicago Partners Investment Group’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Chicago Partners Investment Group’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
Q1 		$533K Hold
12,135
– – 0.01% 856
2025
Q4 		$525K Sell
12,135
-351
-3% -$14.9K 0.01% 736
2025
Q3 		$531K Hold
12,486
– – 0.01% 672
2025
Q2 		$517K Sell
12,486
-4,404
-26% -$172K 0.01% 587
2025
Q1 		$650K Sell
16,890
-5,276
-24% -$205K 0.02% 449
2024
Q4 		$859K Sell
22,166
-155
-0.7% -$5.96K 0.03% 377
2024
Q3 		$851K Hold
22,321
– – 0.03% 366
2024
Q2 		$823K Hold
22,321
– – 0.03% 360
2024
Q1 		$809K Hold
22,321
– – 0.03% 349
2023
Q4 		$792K Hold
22,321
– – 0.04% 337
2023
Q3 		$734K Hold
22,321
– – 0.04% 326
2023
Q2 		$751K Buy
+22,321
New +$731K 0.04% 332

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Chicago Partners Investment Group's XJUN Position: Q1 2026 in Review

Chicago Partners Investment Group held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q1 2026 at 12,135 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #856.

Chicago Partners Investment Group first reported a position in XJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $859K in Q4 2024. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • Chicago Partners Investment Group held 12,135 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $533K as of Q1 2026.
  • Chicago Partners Investment Group left its FT Vest US Equity Enhance & Moderate Buffer ETF June share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #856 holding.
  • Chicago Partners Investment Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
  • Chicago Partners Investment Group's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $859K in Q4 2024.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.