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

Mutual 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 Q1	$4.13M	Sell	96,100 -300	-0.3%	-$12.9K	0.09%	221
2025 Q4	$4.14M	Sell	96,400 -160	-0.2%	-$6.8K	0.09%	220
2025 Q3	$4.09M	Sell	96,560 -1,164	-1%	-$48.5K	0.09%	215
2025 Q2	$4.05M	Buy	97,724 +1,818	+2%	+$71.1K	0.1%	200
2025 Q1	$3.66M	Sell	95,906 -5,279	-5%	-$205K	0.1%	188
2024 Q4	$3.94M	Sell	101,185 -2,302	-2%	-$88.5K	0.11%	172
2024 Q3	$3.95M	Sell	103,487 -175	-0.2%	-$6.52K	0.12%	164
2024 Q2	$3.83M	Sell	103,662 -11,953	-10%	-$436K	0.12%	169
2024 Q1	$4.19M	Sell	115,615 -19,034	-14%	-$680K	0.13%	147
2023 Q4	$4.73M	Sell	134,649 -8,700	-6%	-$295K	0.16%	132
2023 Q3	$4.75M	Buy	143,349 +84,972	+146%	+$2.85M	0.19%	114
2023 Q2	$1.95M	Buy	+58,377	New	+$1.91M	0.07%	259

Other funds holding XJUN

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Mutual Advisors's XJUN Position: Q1 2026 in Review

Mutual Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 0.31% in Q1 2026, selling an estimated $12.9K and leaving 96,100 shares worth $4.13M. The position accounts for 0.09% of the portfolio, ranked #221.

Mutual Advisors first reported a position in XJUN in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.75M in Q3 2023. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

Mutual Advisors held 96,100 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $4.13M as of Q1 2026.
Mutual Advisors sold 300 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $12.9K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.09% of Mutual Advisors's portfolio in Q1 2026, its #221 holding.
Mutual Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2023 and has held it in 12 quarters since.
Mutual Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $4.75M in Q3 2023.
76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.