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XJUN icon

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

Sequent Planning’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 		$815K Sell
18,965
-2,609
-12% -$112K 0.2% 98
2025
Q4 		$927K Sell
21,574
-456
-2% -$19.4K 0.24% 88
2025
Q3 		$930K Buy
22,030
+1,880
+9% +$78.3K 0.26% 79
2025
Q2 		$828K Buy
20,150
+124
+0.6% +$4.85K 0.26% 61
2025
Q1 		$771K Sell
20,026
-806
-4% -$31.3K 0.28% 63
2024
Q4 		$805K Sell
20,832
-206,582
-91% -$7.94M 0.3% 63
2024
Q3 		$8.65M Sell
227,414
-16,527
-7% -$616K 2.98% 5
2024
Q2 		$8.98M Buy
+243,941
New +$8.9M 3.07% 5

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

Sequent Planning's XJUN Position: Q1 2026 in Review

Sequent Planning reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 12% in Q1 2026, selling an estimated $112K and leaving 18,965 shares worth $815K. The position accounts for 0.2% of the portfolio, ranked #98.

Sequent Planning first reported a position in XJUN in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.98M in Q2 2024. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • Sequent Planning held 18,965 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $815K as of Q1 2026.
  • Sequent Planning sold 2,609 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $112K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.2% of Sequent Planning's portfolio in Q1 2026, its #98 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q2 2024 and has held it in 8 quarters since.
  • Sequent Planning's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $8.98M in Q2 2024.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.