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 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

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

Icon Wealth Advisors's XJUN Position: Q1 2026 in Review

Icon Wealth Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 0.3% in Q1 2026, selling an estimated $1.16K and leaving 8,934 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #284.

Icon Wealth Advisors first reported a position in XJUN in Q4 2023 and has held it in 10 quarters since. The position peaked at $527K in Q4 2024. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

Icon Wealth Advisors held 8,934 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $393K as of Q1 2026.
Icon Wealth Advisors sold 27 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $1.16K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.03% of Icon Wealth Advisors's portfolio in Q1 2026, its #284 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 10 quarters since.
Icon Wealth Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $527K in Q4 2024.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.