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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
Q2 		$739K Sell
16,624
-36
-0.2% -$1.58K 0.26% 84
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
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
SP
Sequent Planning Omaha, Nebraska $468M AUM 16.75% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
LA
LM Advisors San Diego, California $866M AUM 26.16% 1-Year Est. Return
Arax Advisory Partners
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

QTR Family Wealth's XJUN Position: Q2 2026 in Review

QTR Family Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 0.22% in Q2 2026, selling an estimated $1.58K and leaving 16,624 shares worth $739K. The position accounts for 0.26% of the portfolio, ranked #84.

QTR Family Wealth first reported a position in XJUN in Q1 2025 and has held it in 6 quarters since. The position peaked at $852K in Q2 2025. 74 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • QTR Family Wealth held 16,624 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $739K as of Q2 2026.
  • QTR Family Wealth sold 36 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $1.58K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.26% of QTR Family Wealth's portfolio in Q2 2026, its #84 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 6 quarters since.
  • QTR Family Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $852K in Q2 2025.
  • 74 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.