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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LEA

Legacy Edge Advisors Syosset, New York $951M AUM

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 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.