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AE Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

AE Wealth Management’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-525
Closed -$18.6K – 2291
2024
Q4 		$18.6K Buy
+525
New +$18.5K ﹤0.01% 1747

Other funds holding XJUL

PGWM
Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AE Wealth Management's XJUL Position: Q1 2025 in Review

AE Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q1 2025, closing a stake of 525 shares — an estimated $18.6K sold.

AE Wealth Management first reported a position in XJUL in Q4 2024 and held it in 1 quarter. The position peaked at $18.6K in Q4 2024. 40 funds tracked by Wall St. Rank hold XJUL as of Q1 2025.

  • AE Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • AE Wealth Management sold 525 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2025, an estimated $18.6K.
  • AE Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2024 and held it in 1 quarter.
  • AE Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $18.6K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.