U.S. Capital Wealth Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

U.S. Capital Wealth Advisors’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	$3.07M	Buy	71,434 +7,932	+12%	+$342K	0.08%	259
2025 Q4	$2.73M	Buy	63,502 +5,360	+9%	+$228K	0.07%	271
2025 Q3	$2.45M	Buy	58,142 +3,547	+6%	+$148K	0.07%	286
2025 Q2	$2.24M	Buy	54,595 +1,460	+3%	+$57.1K	0.07%	277
2025 Q1	$2.05M	Buy	53,135 +6,552	+14%	+$255K	0.06%	283
2024 Q4	$1.8M	Buy	+46,583	New	+$1.79M	0.06%	319

Other funds holding XJUN

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.09B AUM 20.24% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

U.S. Capital Wealth Advisors's XJUN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 12% in Q1 2026, buying an estimated $342K and bringing the position to 71,434 shares worth $3.07M. The position accounts for 0.08% of the portfolio, ranked #259.

U.S. Capital Wealth Advisors first reported a position in XJUN in Q4 2024 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold XJUN as of Q1 2026.

U.S. Capital Wealth Advisors held 71,434 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $3.07M as of Q1 2026.
U.S. Capital Wealth Advisors bought 7,932 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q1 2026, an estimated $342K.
FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.08% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #259 holding.
U.S. Capital Wealth Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.