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

Holistic Planning’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	$216K	Buy	+4,867	New	+$214K	0.03%	318

Other funds holding XJUN

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Holistic Planning's XJUN Position: Q2 2026 in Review

Holistic Planning opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q2 2026: 4,867 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #318 among its holdings.

72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

Holistic Planning held 4,867 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $216K as of Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF June was a new Holistic Planning position in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.03% of Holistic Planning's portfolio in Q2 2026, its #318 holding.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.