AF
XJUL icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM

Allworth Financial's XJUL Position: Q1 2026 in Review

Allworth Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 53% in Q1 2026, selling an estimated $49.8K and leaving 1,133 shares worth $44.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Allworth Financial first reported a position in XJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $504K in Q4 2024. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Allworth Financial held 1,133 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $44.1K as of Q1 2026.
  • Allworth Financial sold 1,270 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $49.8K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2419 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 6 quarters since.
  • Allworth Financial's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $504K in Q4 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.