SageGuard Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

SageGuard Financial Group’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	$456K	Sell	10,272 -211	-2%	-$9.29K	0.06%	141
2026 Q1	$450K	Sell	10,483 -2,264	-18%	-$97.6K	0.07%	126
2025 Q4	$547K	Buy	+12,747	New	+$541K	0.09%	108

Other funds holding XJUN

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WFS

WealthGarden F.S. El Segundo, California $176M AUM 21.8% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

SageGuard Financial Group's XJUN Position: Q2 2026 in Review

SageGuard Financial Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 2% in Q2 2026, selling an estimated $9.29K and leaving 10,272 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #141.

SageGuard Financial Group first reported a position in XJUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $547K in Q4 2025. 43 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

SageGuard Financial Group held 10,272 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $456K as of Q2 2026.
SageGuard Financial Group sold 211 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $9.29K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.06% of SageGuard Financial Group's portfolio in Q2 2026, its #141 holding.
SageGuard Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
SageGuard Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $547K in Q4 2025.
43 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.