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

Atria Investments’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 		– Sell
-10,520
Closed -$409K – 2273
2026
Q1 		$409K Buy
+10,520
New +$412K ﹤0.01% 1557
2025
Q2 		– Sell
-11,487
Closed -$406K – 2089
2025
Q1 		$406K Buy
+11,487
New +$410K 0.01% 1464

Other funds holding XJUL

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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Atria Investments's XJUL Position: Q2 2026 in Review

Atria Investments sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q2 2026, closing a stake of 10,520 shares — an estimated $409K sold.

Atria Investments first reported a position in XJUL in Q1 2025 and held it in 2 quarters. The position peaked at $409K in Q1 2026. 13 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Atria Investments reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 10,520 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $409K.
  • Atria Investments first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q1 2025 and held it in 2 quarters.
  • Atria Investments's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $409K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.