Bouchey Financial Group’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Bouchey Financial Group’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	$408K	Hold	10,287	–	–	0.03%	108
2025 Q4	$402K	Sell	10,287 -101	-1%	-$3.9K	0.03%	101
2025 Q3	$399K	Buy	+10,388	New	+$392K	0.03%	98
2024 Q4	–	Sell	-29,603	Closed	-$1.03M	–	164
2024 Q3	$1.03M	Buy	29,603 +10,645	+56%	+$364K	0.09%	48
2024 Q2	$641K	Sell	18,958 -55	-0.3%	-$1.84K	0.06%	61
2024 Q1	$632K	Buy	19,013 +254	+1%	+$8.3K	0.06%	62
2023 Q4	$602K	Buy	18,759 +6,917	+58%	+$214K	0.06%	61
2023 Q3	$357K	Buy	+11,842	New	+$363K	0.04%	85

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

Bouchey Financial Group's XJUL Position: Q1 2026 in Review

Bouchey Financial Group held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 10,287 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #108.

Bouchey Financial Group first reported a position in XJUL in Q3 2023 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2024. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

Bouchey Financial Group held 10,287 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $408K as of Q1 2026.
Bouchey Financial Group 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 0.03% of Bouchey Financial Group's portfolio in Q1 2026, its #108 holding.
Bouchey Financial Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 8 quarters since.
Bouchey Financial Group's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.03M in Q3 2024.
53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.