Blue Bell Private Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Blue Bell Private Wealth Management’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	$11.7K	Hold	300	–	–	﹤0.01%	555
2025 Q4	$11.7K	Buy	+300	New	+$11.6K	﹤0.01%	536
2025 Q2	–	Sell	-3,449	Closed	-$122K	–	761
2025 Q1	$122K	Sell	3,449 -5	-0.1%	-$179	0.02%	272
2024 Q4	$123K	Sell	3,454 -28	-0.8%	-$988	0.02%	256
2024 Q3	$122K	Sell	3,482 -3	-0.1%	-$103	0.02%	261
2024 Q2	$118K	Sell	3,485 -77	-2%	-$2.58K	0.02%	258
2024 Q1	$118K	Sell	3,562 -15	-0.4%	-$490	0.03%	242
2023 Q4	$115K	Sell	3,577 -10	-0.3%	-$309	0.03%	220
2023 Q3	$108K	Buy	+3,587	New	+$110K	0.03%	191

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

Blue Bell Private Wealth Management's XJUL Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 300 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #555.

Blue Bell Private Wealth Management first reported a position in XJUL in Q3 2023 and has held it in 9 quarters since. The position peaked at $123K in Q4 2024. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

Blue Bell Private Wealth Management held 300 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $11.7K as of Q1 2026.
Blue Bell Private Wealth Management 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 Blue Bell Private Wealth Management's portfolio in Q1 2026, its #555 holding.
Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 9 quarters since.
Blue Bell Private Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $123K 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 Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.