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

Diversify Wealth 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 		$1.11M Sell
25,088
-411
-2% -$18.1K 0.02% 588
2026
Q1 		$1.12M Buy
+25,499
New +$1.1M 0.02% 567

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

Diversify Wealth Management's XJUN Position: Q2 2026 in Review

Diversify Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 1.6% in Q2 2026, selling an estimated $18.1K and leaving 25,088 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #588.

Diversify Wealth Management first reported a position in XJUN in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.12M in Q1 2026. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • Diversify Wealth Management held 25,088 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $1.11M as of Q2 2026.
  • Diversify Wealth Management sold 411 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $18.1K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #588 holding.
  • Diversify Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $1.12M 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.