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XJUN icon

QTR Family Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

QTR Family Wealth’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 		$730K Sell
16,660
-1,579
-9% -$68.1K 0.3% 73
2025
Q4 		$789K Sell
18,239
-380
-2% -$16.1K 0.35% 64
2025
Q3 		$786K Sell
18,619
-2,135
-10% -$88.9K 0.37% 57
2025
Q2 		$852K Sell
20,754
-527
-2% -$20.6K 0.53% 43
2025
Q1 		$819K Buy
+21,281
New +$828K 0.62% 38

Other funds holding XJUN

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LEA
Legacy Edge Advisors Syosset, New York $951M AUM
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
LPL Financial
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

QTR Family Wealth's XJUN Position: Q1 2026 in Review

QTR Family Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 8.7% in Q1 2026, selling an estimated $68.1K and leaving 16,660 shares worth $730K. The position accounts for 0.3% of the portfolio, ranked #73.

QTR Family Wealth first reported a position in XJUN in Q1 2025 and has held it in 5 quarters since. The position peaked at $852K in Q2 2025. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • QTR Family Wealth held 16,660 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $730K as of Q1 2026.
  • QTR Family Wealth sold 1,579 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $68.1K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.3% of QTR Family Wealth's portfolio in Q1 2026, its #73 holding.
  • QTR Family Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q1 2025 and has held it in 5 quarters since.
  • QTR Family Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $852K in Q2 2025.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.