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Silver Oak Securities’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Silver Oak Securities’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 		$401K Sell
9,022
-2,004
-18% -$88.3K 0.02% 528
2026
Q1 		$474K Hold
11,026
– – 0.03% 455
2025
Q4 		$474K Buy
11,026
+775
+8% +$32.9K 0.03% 475
2025
Q3 		$433K Buy
10,251
+4,014
+64% +$167K 0.03% 469
2025
Q2 		$256K Buy
6,237
+618
+11% +$24.2K 0.02% 581
2025
Q1 		$215K Hold
5,619
– – 0.02% 578
2024
Q4 		$217K Hold
5,619
– – 0.02% 575
2024
Q3 		$213K Buy
+5,619
New +$209K 0.02% 479
2024
Q2 		– Sell
-10,880
Closed -$394K – 533
2024
Q1 		$394K Sell
10,880
-602
-5% -$21.5K 0.06% 259
2023
Q4 		$403K Buy
11,482
+602
+6% +$20.4K 0.05% 315
2023
Q3 		$360K Sell
10,880
-602
-5% -$20.2K 0.08% 200
2023
Q2 		$384K Buy
+11,482
New +$376K 0.06% 287
2022
Q4 		– Sell
-10,880
Closed -$360K – 496
2022
Q3 		$360K Buy
+10,880
New +$329K 0.08% 200

Other funds holding XJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
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
AAP
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

Silver Oak Securities's XJUN Position: Q2 2026 in Review

Silver Oak Securities reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 18% in Q2 2026, selling an estimated $88.3K and leaving 9,022 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #528.

Silver Oak Securities first reported a position in XJUN in Q3 2022 and has held it in 13 quarters since. The position peaked at $474K in Q4 2025. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • Silver Oak Securities held 9,022 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $401K as of Q2 2026.
  • Silver Oak Securities sold 2,004 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $88.3K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #528 holding.
  • Silver Oak Securities first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q3 2022 and has held it in 13 quarters since.
  • Silver Oak Securities's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $474K in Q4 2025.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.