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

GeoWealth 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
2025
Q1 		– Sell
-398
Closed -$15.4K – 1800
2024
Q4 		$15.4K Buy
+398
New +$15.3K ﹤0.01% 1432

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

GeoWealth Management's XJUN Position: Q1 2025 in Review

GeoWealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2025, closing a stake of 398 shares — an estimated $15.4K sold.

GeoWealth Management first reported a position in XJUN in Q4 2024 and held it in 1 quarter. The position peaked at $15.4K in Q4 2024. 72 funds tracked by Wall St. Rank hold XJUN as of Q1 2025.

  • GeoWealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 398 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2025, an estimated $15.4K.
  • GeoWealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and held it in 1 quarter.
  • GeoWealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $15.4K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.