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 Q3	–	Sell	-8,336	Closed	-$370K	–	1678
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

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's XJUN Position: Q3 2026 in Review

Independent Financial Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2026, closing a stake of 8,336 shares — an estimated $370K sold.

Independent Financial Group first reported a position in XJUN in Q3 2023 and held it in 12 quarters. The position peaked at $370K in Q2 2026. 3 funds tracked by Wall St. Rank hold XJUN as of Q3 2026.

Independent Financial Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q3 2026 after selling out during the quarter.
Independent Financial Group sold 8,336 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2026, an estimated $370K.
Independent Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2023 and held it in 12 quarters.
Independent Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $370K in Q2 2026.
3 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.