Independent Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Independent Financial Group’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	$370K	Hold	8,336	–	–	0.01%	1125
2026 Q1	$358K	Hold	8,336	–	–	0.01%	1077
2025 Q4	$358K	Hold	8,336	–	–	0.01%	1064
2025 Q3	$352K	Hold	8,336	–	–	0.01%	1010
2025 Q2	$342K	Sell	8,336 -167	-2%	-$6.53K	0.01%	961
2025 Q1	$327K	Sell	8,503 -108	-1%	-$4.2K	0.01%	891
2024 Q4	$333K	Hold	8,611	–	–	0.01%	864
2024 Q3	$328K	Hold	8,611	–	–	0.01%	838
2024 Q2	$317K	Buy	8,611 +1,009	+13%	+$36.8K	0.01%	801
2024 Q1	$275K	Hold	7,602	–	–	0.01%	824
2023 Q4	$267K	Hold	7,602	–	–	0.01%	769
2023 Q3	$252K	Buy	+7,602	New	+$255K	0.02%	745

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

Independent Financial Group's XJUN Position: Q2 2026 in Review

Independent Financial Group held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q2 2026 at 8,336 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #1125.

Independent Financial Group first reported a position in XJUN in Q3 2023 and has held it in 12 quarters since. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

Independent Financial Group held 8,336 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $370K as of Q2 2026.
Independent Financial Group 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 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1125 holding.
Independent Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2023 and has held it in 12 quarters since.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.