Aptus Capital Advisors’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Aptus Capital Advisors’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	$228K	Hold	5,865	–	–	﹤0.01%	968
2025 Q4	$229K	Sell	5,865 -1,300	-18%	-$50.2K	﹤0.01%	988
2025 Q3	$275K	Hold	7,165	–	–	﹤0.01%	869
2025 Q2	$266K	Sell	7,165 -650	-8%	-$23.3K	﹤0.01%	853
2025 Q1	$276K	Hold	7,815	–	–	﹤0.01%	795
2024 Q4	$277K	Hold	7,815	–	–	﹤0.01%	793
2024 Q3	$273K	Hold	7,815	–	–	﹤0.01%	681
2024 Q2	$265K	Hold	7,815	–	–	﹤0.01%	653
2024 Q1	$260K	Buy	7,815 +650	+9%	+$21.2K	﹤0.01%	664
2023 Q4	$230K	Hold	7,165	–	–	0.01%	514
2023 Q3	$216K	Buy	+7,165	New	+$219K	0.01%	548

Other funds holding XJUL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Griffith & Werner Canton, Georgia $202M AUM

Aptus Capital Advisors's XJUL Position: Q1 2026 in Review

Aptus Capital Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 5,865 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Aptus Capital Advisors first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $277K in Q4 2024. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

Aptus Capital Advisors held 5,865 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $228K as of Q1 2026.
Aptus Capital Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #968 holding.
Aptus Capital Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Aptus Capital Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $277K 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 Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.