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

Laidlaw 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
2025 Q1	–	Sell	-48,214	Closed	-$1.86M	–	170
2024 Q4	$1.86M	Buy	48,214 +494	+1%	+$19K	0.81%	36
2024 Q3	$1.82M	Buy	47,720 +1,992	+4%	+$74.2K	0.9%	30
2024 Q2	$1.68M	Buy	45,728 +2,039	+5%	+$74.4K	0.92%	30
2024 Q1	$1.58M	Buy	43,689 +3,903	+10%	+$139K	0.88%	30
2023 Q4	$1.4M	Sell	39,786 -3,647	-8%	-$124K	0.51%	53
2023 Q3	$1.44M	Buy	+43,433	New	+$1.46M	0.48%	61

Other funds holding XJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

Laidlaw Wealth Management's XJUN Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q1 2025, closing a stake of 48,214 shares — an estimated $1.86M sold.

Laidlaw Wealth Management first reported a position in XJUN in Q3 2023 and held it in 6 quarters. The position peaked at $1.86M in Q4 2024. 72 funds tracked by Wall St. Rank hold XJUN as of Q1 2025.

Laidlaw Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 48,214 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2025, an estimated $1.86M.
Laidlaw Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2023 and held it in 6 quarters.
Laidlaw Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $1.86M in Q4 2024.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.