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

IMG Wealth 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
2026
Q1 		$259K Sell
6,039
-531
-8% -$22.9K 0.17% 76
2025
Q4 		$282K Hold
6,570
– – 0.18% 76
2025
Q3 		$277K Sell
6,570
-1,355
-17% -$56.4K 0.19% 64
2025
Q2 		$325K Hold
7,925
– – 0.25% 54
2025
Q1 		$305K Sell
7,925
-580
-7% -$22.6K 0.27% 47
2024
Q4 		$329K Buy
+8,505
New +$327K 0.3% 42

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
MA
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
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

IMG Wealth Management's XJUN Position: Q1 2026 in Review

IMG Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 8.1% in Q1 2026, selling an estimated $22.9K and leaving 6,039 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #76.

IMG Wealth Management first reported a position in XJUN in Q4 2024 and has held it in 6 quarters since. The position peaked at $329K in Q4 2024. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • IMG Wealth Management held 6,039 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $259K as of Q1 2026.
  • IMG Wealth Management sold 531 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $22.9K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.17% of IMG Wealth Management's portfolio in Q1 2026, its #76 holding.
  • IMG Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and has held it in 6 quarters since.
  • IMG Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $329K 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 IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.