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

Harbour Investments’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	$1.27M	Sell	29,448 -356	-1%	-$15.4K	0.02%	686
2025 Q4	$1.28M	Sell	29,804 -15,888	-35%	-$675K	0.03%	526
2025 Q3	$1.93M	Sell	45,692 -7,745	-14%	-$323K	0.04%	359
2025 Q2	$2.19M	Sell	53,437 -1,080	-2%	-$42.2K	0.06%	306
2025 Q1	$2.1M	Sell	54,517 -8,919	-14%	-$347K	0.06%	281
2024 Q4	$2.45M	Buy	63,436 +6,988	+12%	+$269K	0.07%	238
2024 Q3	$2.15M	Buy	56,448 +24,653	+78%	+$918K	0.06%	257
2024 Q2	$1.17M	Sell	31,795 -82,606	-72%	-$3.01M	0.04%	383
2024 Q1	$4.14M	Sell	114,401 -52,237	-31%	-$1.87M	0.15%	130
2023 Q4	$5.85M	Buy	166,638 +34,787	+26%	+$1.18M	0.24%	70
2023 Q3	$4.37M	Sell	131,851 -1,690	-1%	-$56.7K	0.22%	86
2023 Q2	$4.47M	Buy	133,541 +133,519	+606,905%	+$4.37M	0.22%	80
2023 Q1	$707	Buy	+22	New	+$693	﹤0.01%	2752
2021 Q4	–	Sell	-125	Closed	-$4K	–	3741
2021 Q3	$4K	Buy	+125	New	+$3.73K	﹤0.01%	3118

Other funds holding XJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

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 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

Harbour Investments's XJUN Position: Q1 2026 in Review

Harbour Investments reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 1.2% in Q1 2026, selling an estimated $15.4K and leaving 29,448 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #686.

Harbour Investments first reported a position in XJUN in Q3 2021 and has held it in 14 quarters since. The position peaked at $5.85M in Q4 2023. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

Harbour Investments held 29,448 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $1.27M as of Q1 2026.
Harbour Investments sold 356 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $15.4K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #686 holding.
Harbour Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2021 and has held it in 14 quarters since.
Harbour Investments's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $5.85M in Q4 2023.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.