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

PFS Partners’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	$519K	Buy	11,444 +1,557	+16%	+$70K	0.21%	51
2026 Q2	$439K	Buy	9,887 +1,281	+15%	+$56.4K	0.18%	57
2026 Q1	$370K	Sell	8,606 -202	-2%	-$8.71K	0.17%	54
2025 Q4	$378K	Sell	8,808 -374	-4%	-$15.9K	0.17%	54
2025 Q3	$387K	Sell	9,182 -924	-9%	-$38.5K	0.18%	44
2025 Q2	$415K	Buy	10,106 +1,387	+16%	+$54.2K	0.21%	41
2025 Q1	$336K	Sell	8,719 -261	-3%	-$10.2K	0.18%	47
2024 Q4	$347K	Hold	8,980	–	–	0.19%	46
2024 Q3	$342K	Buy	8,980 +5,955	+197%	+$222K	0.19%	43
2024 Q2	$111K	Buy	+3,025	New	+$110K	0.07%	82
2024 Q1	–	Sell	-16,575	Closed	-$582K	–	493
2023 Q4	$582K	Buy	16,575 +1,637	+11%	+$55.6K	0.4%	26
2023 Q3	$495K	Buy	14,938 +5,467	+58%	+$183K	0.44%	22
2023 Q2	$317K	Buy	+9,471	New	+$310K	0.27%	27

Other funds holding XJUN

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

PFS Partners's XJUN Position: Q3 2026 in Review

PFS Partners increased its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 16% in Q3 2026, buying an estimated $70K and bringing the position to 11,444 shares worth $519K. The position accounts for 0.21% of the portfolio, ranked #51.

PFS Partners first reported a position in XJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $582K in Q4 2023. 12 funds tracked by Wall St. Rank hold XJUN as of Q3 2026.

PFS Partners held 11,444 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $519K as of Q3 2026.
PFS Partners bought 1,557 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2026, an estimated $70K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.21% of PFS Partners's portfolio in Q3 2026, its #51 holding.
PFS Partners 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.
PFS Partners's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $582K in Q4 2023.
12 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2026.

Based on PFS Partners's 13F filing for Q3 2026, filed 21 Oct 2026.