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Wood Tarver Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF June XJUN Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-3,755
Closed -$154K – 663
2025
Q2 		$154K Sell
3,755
-513
-12% -$20.1K 0.05% 160
2025
Q1 		$164K Hold
4,268
– – 0.05% 148
2024
Q4 		$164K Buy
+4,268
New +$164K 0.05% 147

Other funds holding XJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LA
LM Advisors San Diego, California $6.33M AUM 20.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
BTWM
Brass Tax Wealth Management Cincinnati, Ohio $602M AUM 12.59% 1-Year Est. Return

Wood Tarver Financial Group's XJUN Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF June (XJUN) in Q3 2025, closing a stake of 3,755 shares — an estimated $154K sold.

Wood Tarver Financial Group first reported a position in XJUN in Q4 2024 and held it in 3 quarters. The position peaked at $164K in Q1 2025. 68 funds tracked by Wall St. Rank hold XJUN as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 3,755 FT Vest US Equity Enhance & Moderate Buffer ETF June shares in Q3 2025, an estimated $154K.
  • Wood Tarver Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF June in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF June position peaked at $164K in Q1 2025.
  • 68 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF June as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.