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

Icon Wealth Advisors’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	$397K	Hold	8,934	–	–	0.02%	301
2026 Q1	$393K	Sell	8,934 -27	-0.3%	-$1.16K	0.03%	284
2025 Q4	$385K	Hold	8,961	–	–	0.03%	279
2025 Q3	$378K	Sell	8,961 -282	-3%	-$11.7K	0.03%	289
2025 Q2	$380K	Sell	9,243 -4,300	-32%	-$168K	0.03%	286
2025 Q1	$521K	Sell	13,543 -96	-0.7%	-$3.73K	0.04%	216
2024 Q4	$527K	Sell	13,639 -7	-0.1%	-$269	0.04%	211
2024 Q3	$519K	Hold	13,646	–	–	0.04%	206
2024 Q2	$506K	Sell	13,646 -762	-5%	-$27.8K	0.05%	207
2024 Q1	$522K	Sell	14,408 -477	-3%	-$17K	0.05%	200
2023 Q4	$523K	Buy	+14,885	New	+$505K	0.05%	184

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

Icon Wealth Advisors's XJUN Position: Q2 2026 in Review

Icon Wealth Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q2 2026 at 8,934 shares worth $397K. The position accounts for 0.02% of the portfolio, ranked #301.

Icon Wealth Advisors first reported a position in XJUN in Q4 2023 and has held it in 11 quarters since. The position peaked at $527K in Q4 2024. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

Icon Wealth Advisors held 8,934 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $397K as of Q2 2026.
Icon Wealth Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF June share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #301 holding.
Icon Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2023 and has held it in 11 quarters since.
Icon Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $527K in Q4 2024.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.