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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
Q1 		$1.12M Buy
+25,499
New +$1.1M 0.02% 567

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

Diversify Wealth Management's XJUN Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2026: 25,499 shares worth $1.12M. The stake represents 0.02% of the portfolio and ranks #567 among its holdings.

76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • Diversify Wealth Management held 25,499 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $1.12M as of Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June was a new Diversify Wealth Management position in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #567 holding.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.