LVZ Inc
XJUN icon

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
Q3 		$356K Hold
7,846
– – 0.04% 126
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Legacy Edge Advisors
Legacy Edge Advisors Syosset, New York $1.13B AUM 12.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
Secured Retirement Advisors
Secured Retirement Advisors St Louis Park, Minnesota $198M AUM 23.51% 1-Year Est. Return

LVZ Inc's XJUN Position: Q3 2026 in Review

LVZ Inc held its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) position steady in Q3 2026 at 7,846 shares worth $356K. The position accounts for 0.04% of the portfolio, ranked #126.

LVZ Inc first reported a position in XJUN in Q2 2025 and has held it in 6 quarters since. 67 funds tracked by Wall St. Rank hold XJUN as of Q3 2026.

  • LVZ Inc held 7,846 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $356K as of Q3 2026.
  • LVZ Inc left its FT Vest US Equity Enhance & Moderate Buffer ETF June share count unchanged in Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.04% of LVZ Inc's portfolio in Q3 2026, its #126 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 6 quarters since.
  • 67 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.