Cetera Investment Advisers
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Cetera Investment Advisers’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Cetera Investment Advisers’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 		$5.15M Buy
132,330
+92,934
+236% +$3.64M 0.01% 1483
2025
Q4 		$1.54M Sell
39,396
-203
-0.5% -$7.84K ﹤0.01% 2440
2025
Q3 		$1.52M Buy
39,599
+2,120
+6% +$80K ﹤0.01% 2409
2025
Q2 		$1.39M Sell
37,479
-97,106
-72% -$3.47M ﹤0.01% 2109
2025
Q1 		$4.75M Buy
134,585
+94,575
+236% +$3.38M 0.01% 1151
2024
Q4 		$1.42M Sell
40,010
-1,247
-3% -$44K ﹤0.01% 1916
2024
Q3 		$1.44M Buy
41,257
+10,529
+34% +$360K ﹤0.01% 1843
2024
Q2 		$1.04M Sell
30,728
-8,196
-21% -$274K ﹤0.01% 2053
2024
Q1 		$1.29M Buy
38,924
+12,877
+49% +$421K ﹤0.01% 1876
2023
Q4 		$836K Buy
26,047
+1,548
+6% +$47.9K 0.01% 1210
2023
Q3 		$739K Buy
+24,499
New +$750K 0.01% 1218

Other funds holding XJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DI
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
GW
Griffith & Werner Canton, Georgia $202M AUM
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cetera Investment Advisers's XJUL Position: Q1 2026 in Review

Cetera Investment Advisers increased its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 236% in Q1 2026, buying an estimated $3.64M and bringing the position to 132,330 shares worth $5.15M. The position accounts for 0.01% of the portfolio, ranked #1483.

Cetera Investment Advisers first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Cetera Investment Advisers held 132,330 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $5.15M as of Q1 2026.
  • Cetera Investment Advisers bought 92,934 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $3.64M.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1483 holding.
  • Cetera Investment Advisers first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.