SPIA
XJUN icon

Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Steward Partners Investment Advisory’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 		$868K Sell
20,205
-2,098
-9% -$90.5K ﹤0.01% 1240
2025
Q4 		$958K Sell
22,303
-500
-2% -$21.2K 0.01% 1092
2025
Q3 		$962K Sell
22,803
-300
-1% -$12.5K 0.01% 1067
2025
Q2 		$949K Hold
23,103
– – 0.01% 1012
2025
Q1 		$889K Sell
23,103
-951
-4% -$37K 0.01% 968
2024
Q4 		$929K Sell
24,054
-751
-3% -$28.9K 0.01% 900
2024
Q3 		$944K Buy
24,805
+51
+0.2% +$1.9K 0.01% 878
2024
Q2 		$911K Sell
24,754
-26
-0.1% -$948 0.01% 842
2024
Q1 		$897K Sell
24,780
-1,001
-4% -$35.7K 0.01% 833
2023
Q4 		$906K Sell
25,781
-350
-1% -$11.9K 0.01% 771
2023
Q3 		$866K Buy
26,131
+3,800
+17% +$128K 0.01% 727
2023
Q2 		$747K Buy
22,331
+22,330
+2,233,000% +$731K 0.01% 793
2023
Q1 		$32 Buy
+1
New +$32 ﹤0.01% 3282

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 $31B AUM 28.39% 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

Steward Partners Investment Advisory's XJUN Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 9.4% in Q1 2026, selling an estimated $90.5K and leaving 20,205 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

Steward Partners Investment Advisory first reported a position in XJUN in Q1 2023 and has held it in 13 quarters since. The position peaked at $962K in Q3 2025. 76 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

  • Steward Partners Investment Advisory held 20,205 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $868K as of Q1 2026.
  • Steward Partners Investment Advisory sold 2,098 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $90.5K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1240 holding.
  • Steward Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q1 2023 and has held it in 13 quarters since.
  • Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $962K in Q3 2025.
  • 76 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.