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

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

Lakeridge Wealth Management's XJUN Position: Q2 2026 in Review

Lakeridge Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q2 2026 at 6,205 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #153.

Lakeridge Wealth Management first reported a position in XJUN in Q4 2023 and has held it in 11 quarters since. The position peaked at $298K in Q4 2024. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

Lakeridge Wealth Management held 6,205 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $276K as of Q2 2026.
Lakeridge Wealth Management 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 0.1% of Lakeridge Wealth Management's portfolio in Q2 2026, its #153 holding.
Lakeridge Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2023 and has held it in 11 quarters since.
Lakeridge Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $298K in Q4 2024.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.