Ashton Thomas Private Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Ashton Thomas Private Wealth’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	$28.7K	Sell	738 -25,473	-97%	-$998K	﹤0.01%	1331
2025 Q4	$1.02M	Hold	26,211	–	–	0.03%	488
2025 Q3	$1.01M	Hold	26,211	–	–	0.03%	469
2025 Q2	$974K	Sell	26,211 -348	-1%	-$12.5K	0.03%	421
2025 Q1	$938K	Hold	26,559	–	–	0.04%	397
2024 Q4	$942K	Buy	26,559 +64	+0.2%	+$2.26K	0.04%	395
2024 Q3	$926K	Buy	+26,495	New	+$906K	0.05%	327

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

Ashton Thomas Private Wealth's XJUL Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 97% in Q1 2026, selling an estimated $998K and leaving 738 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Ashton Thomas Private Wealth first reported a position in XJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.02M in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

Ashton Thomas Private Wealth held 738 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $28.7K as of Q1 2026.
Ashton Thomas Private Wealth sold 25,473 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $998K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1331 holding.
Ashton Thomas Private Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
Ashton Thomas Private Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.02M in Q4 2025.
53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.