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

Waverly 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
Q2 		$1.88M Sell
42,220
-550
-1% -$24.2K 0.01% 712
2026
Q1 		$1.84M Sell
42,770
-1,950
-4% -$84.1K 0.01% 665
2025
Q4 		$1.92M Buy
+44,720
New +$1.9M 0.02% 608

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

Waverly Advisors's XJUN Position: Q2 2026 in Review

Waverly Advisors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) stake by 1.3% in Q2 2026, selling an estimated $24.2K and leaving 42,220 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #712.

Waverly Advisors first reported a position in XJUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.92M in Q4 2025. 72 funds tracked by Wall St. Rank hold XJUN as of Q2 2026.

  • Waverly Advisors held 42,220 shares of FT Vest US Equity Enhance & Moderate Buffer ETF June worth $1.88M as of Q2 2026.
  • Waverly Advisors sold 550 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q2 2026, an estimated $24.2K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF June made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #712 holding.
  • Waverly Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $1.92M 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 Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.