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

Lakeridge 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 Q2	$276K	Hold	6,205	–	–	0.1%	153
2026 Q1	$267K	Hold	6,205	–	–	0.11%	140
2025 Q4	$267K	Hold	6,205	–	–	0.12%	136
2025 Q3	$262K	Hold	6,205	–	–	0.12%	127
2025 Q2	$255K	Hold	6,205	–	–	0.12%	132
2025 Q1	$239K	Sell	6,205 -1,500	-19%	-$58.3K	0.12%	134
2024 Q4	$298K	Hold	7,705	–	–	0.15%	113
2024 Q3	$293K	Hold	7,705	–	–	0.16%	115
2024 Q2	$284K	Hold	7,705	–	–	0.17%	112
2024 Q1	$279K	Hold	7,705	–	–	0.18%	103
2023 Q4	$271K	Buy	+7,705	New	+$262K	0.2%	98

Other funds holding XJUN

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return