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 Q2	$4.1M	Sell	92,180 -3,920	-4%	-$173K	0.08%	255
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

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

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

OMC

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

Mutual Advisors's XJUN Position: Q2 2026 in Review

Mutual Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 4.1% in Q2 2026, selling an estimated $173K and leaving 92,180 shares worth $4.1M. The position accounts for 0.08% of the portfolio, ranked #255.

Mutual Advisors first reported a position in XJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.75M in Q3 2023. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

Mutual Advisors held 92,180 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $4.1M as of Q2 2026.
Mutual Advisors sold 3,920 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $173K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.08% of Mutual Advisors's portfolio in Q2 2026, its #255 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 13 quarters since.
Mutual Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $4.75M in Q3 2023.
72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.