Capital Investment Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Capital Investment Advisory Services’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	$7.25K	Sell	178 -721	-80%	-$29K	﹤0.01%	1191
2026 Q1	$35K	Buy	+899	New	+$35.2K	﹤0.01%	917
2024 Q4	–	Sell	-6,301	Closed	-$220K	–	1012
2024 Q3	$220K	Buy	6,301 +4,514	+253%	+$154K	0.02%	475
2024 Q2	$60.5K	Hold	1,787	–	–	0.01%	636
2024 Q1	$59.4K	Hold	1,787	–	–	0.01%	635
2023 Q4	$57.3K	Hold	1,787	–	–	0.01%	650
2023 Q3	$53.9K	Buy	+1,787	New	+$54.7K	0.01%	621

Other funds holding XJUL

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Capital Investment Advisory Services's XJUL Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 80% in Q2 2026, selling an estimated $29K and leaving 178 shares worth $7.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Capital Investment Advisory Services first reported a position in XJUL in Q3 2023 and has held it in 7 quarters since. The position peaked at $220K in Q3 2024. 8 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

Capital Investment Advisory Services held 178 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $7.25K as of Q2 2026.
Capital Investment Advisory Services sold 721 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $29K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1191 holding.
Capital Investment Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 7 quarters since.
Capital Investment Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $220K in Q3 2024.
8 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.