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Allworth Financial’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Allworth Financial’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
2026
Q2 		$40.3K Sell
989
-144
-13% -$5.79K ﹤0.01% 2670
2026
Q1 		$44.1K Sell
1,133
-1,270
-53% -$49.8K ﹤0.01% 2419
2025
Q4 		$93.9K Sell
2,403
-2,001
-45% -$77.3K ﹤0.01% 1794
2025
Q3 		$169K Sell
4,404
-6,730
-60% -$254K ﹤0.01% 1389
2025
Q2 		$414K Sell
11,134
-2,539
-19% -$90.9K ﹤0.01% 895
2025
Q1 		$477K Sell
13,673
-349
-2% -$12.5K ﹤0.01% 694
2024
Q4 		$504K Buy
+14,022
New +$495K ﹤0.01% 690

Other funds holding XJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Allworth Financial's XJUL Position: Q2 2026 in Review

Allworth Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 13% in Q2 2026, selling an estimated $5.79K and leaving 989 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2670.

Allworth Financial first reported a position in XJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q4 2024. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Allworth Financial held 989 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $40.3K as of Q2 2026.
  • Allworth Financial sold 144 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $5.79K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2670 holding.
  • Allworth Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
  • Allworth Financial's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $504K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.