CW
XJUN icon

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
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

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

CreativeOne Wealth's XJUN Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2026: 21,486 shares worth $923K. The stake represents 0.02% of the portfolio and ranks #605 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in XJUN as recently as Q1 2025.

CreativeOne Wealth first reported a position in XJUN in Q4 2024 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • CreativeOne Wealth held 21,486 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $923K as of Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June was a new CreativeOne Wealth position in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #605 holding.
  • CreativeOne Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.