LM Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

LM Advisors’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	$4.09M	Buy	92,063 +88,060	+2,200%	+$3.88M	0.47%	38
2026 Q1	$93.2K	Sell	4,003 -8	-0.2%	-$345	1.47%	14
2025 Q4	$93.4K	Sell	4,011 -90,369	-96%	-$3.84M	1.68%	12
2025 Q3	$3.98M	Hold	94,380	–	–	0.57%	34
2025 Q2	$3.88M	Hold	94,380	–	–	0.5%	31
2025 Q1	$3.63M	Sell	94,380 -293	-0.3%	-$11.4K	0.65%	31
2024 Q4	$3.66M	Buy	94,673 +10,358	+12%	+$398K	0.65%	33
2024 Q3	$2.95M	Sell	84,315 -22,800	-21%	-$849K	0.6%	35
2024 Q2	$3.69M	Sell	107,115 -5,765	-5%	-$210K	0.65%	32
2024 Q1	$3.84M	Sell	112,880 -22,454	-17%	-$802K	0.61%	33
2023 Q4	$4.75M	Buy	+135,334	New	+$4.6M	0.96%	22

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

LM Advisors's XJUN Position: Q2 2026 in Review

LM Advisors increased its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 2,200% in Q2 2026, buying an estimated $3.88M and bringing the position to 92,063 shares worth $4.09M. The position accounts for 0.47% of the portfolio, ranked #38.

LM Advisors first reported a position in XJUN in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.75M in Q4 2023. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

LM Advisors held 92,063 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $4.09M as of Q2 2026.
LM Advisors bought 88,060 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $3.88M.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.47% of LM Advisors's portfolio in Q2 2026, its #38 holding.
LM Advisors 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.
LM Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $4.75M in Q4 2023.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.