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

Objectivity Squared’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
2024
Q4 		– Sell
-5,411
Closed -$205K – 54
2024
Q3 		$205K Hold
5,411
– – 0.14% 45
2024
Q2 		$202K Buy
+5,411
New +$197K 0.15% 44

Other funds holding XJUN

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
HWM
HFG Wealth Management The Woodlands, Texas $182M AUM 14.4% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Objectivity Squared's XJUN Position: Q4 2024 in Review

Objectivity Squared sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q4 2024, closing a stake of 5,411 shares — an estimated $205K sold.

Objectivity Squared first reported a position in XJUN in Q2 2024 and held it in 2 quarters. The position peaked at $205K in Q3 2024. 80 funds tracked by Wall St. Rank hold XJUN as of Q4 2024.

  • Objectivity Squared reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Objectivity Squared sold 5,411 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q4 2024, an estimated $205K.
  • Objectivity Squared first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Objectivity Squared's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $205K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q4 2024.

Based on Objectivity Squared's 13F filing for Q4 2024, filed 7 Feb 2025.