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

CreativeOne Wealth’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 		– Sell
-21,486
Closed -$923K – 1288
2026
Q1 		$923K Buy
+21,486
New +$926K 0.02% 605
2025
Q2 		– Sell
-19,653
Closed -$756K – 1194
2025
Q1 		$756K Buy
19,653
+5,630
+40% +$219K 0.02% 568
2024
Q4 		$542K Buy
+14,023
New +$539K 0.02% 669

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

CreativeOne Wealth's XJUN Position: Q2 2026 in Review

CreativeOne Wealth sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2026, closing a stake of 21,486 shares — an estimated $923K sold.

CreativeOne Wealth first reported a position in XJUN in Q4 2024 and held it in 3 quarters. The position peaked at $923K in Q1 2026. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • CreativeOne Wealth reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 21,486 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $923K.
  • CreativeOne Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and held it in 3 quarters.
  • CreativeOne Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $923K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.