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COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$1.58K Buy
+35
New +$1.54K ﹤0.01% 1342

Other funds holding XJUN

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
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
Envestnet Asset Management
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XJUN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2026: 35 shares worth $1.58K. The stake represents ﹤0.01% of the portfolio and ranks #1342 among its holdings.

56 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 35 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $1.58K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1342 holding.
  • 56 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.