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

Compass Financial 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 		$1.58K Buy
+35
New +$1.54K ﹤0.01% 1342

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
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
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Compass Financial Management's XJUN Position: Q2 2026 in Review

Compass Financial Management 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.

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

  • Compass Financial Management 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 position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1342 holding.
  • 69 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's 13F filing for Q2 2026, filed 12 Aug 2026.