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

LVZ Inc’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	$349K	Buy	7,846 +2,718	+53%	+$120K	0.04%	130
2026 Q1	$220K	Hold	5,128	–	–	0.03%	141
2025 Q4	$220K	Hold	5,128	–	–	0.02%	151
2025 Q3	$216K	Hold	5,128	–	–	0.02%	151
2025 Q2	$211K	Buy	+5,128	New	+$201K	0.03%	145

Other funds holding XJUN

FHC

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

IFG

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

CRWM

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

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

LWM

Lakeridge Wealth Management Mentor, Ohio $272M AUM 22.77% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LVZ Inc's XJUN Position: Q2 2026 in Review

LVZ Inc increased its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 53% in Q2 2026, buying an estimated $120K and bringing the position to 7,846 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #130.

LVZ Inc first reported a position in XJUN in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

LVZ Inc held 7,846 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $349K as of Q2 2026.
LVZ Inc bought 2,718 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $120K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.04% of LVZ Inc's portfolio in Q2 2026, its #130 holding.
LVZ Inc first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2025 and has held it in 5 quarters since.
9 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.