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Chicago Partners Investment Group’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Chicago Partners Investment 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 		$298K Sell
7,450
-1,507
-17% -$59K 0.01% 1143
2025
Q4 		$352K Hold
8,957
– – 0.01% 947
2025
Q3 		$347K Hold
8,957
– – 0.01% 876
2025
Q2 		$336K Hold
8,957
– – 0.01% 783
2025
Q1 		$318K Hold
8,957
– – 0.01% 666
2024
Q4 		$319K Hold
8,957
– – 0.01% 638
2024
Q3 		$314K Hold
8,957
– – 0.01% 610
2024
Q2 		$303K Sell
8,957
-242
-3% -$8.1K 0.01% 587
2024
Q1 		$306K Hold
9,199
– – 0.01% 563
2023
Q4 		$298K Buy
9,199
+1,326
+17% +$41K 0.01% 545
2023
Q3 		$236K Buy
+7,873
New +$241K 0.01% 565

Other funds holding XJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Chicago Partners Investment Group's XJUL Position: Q1 2026 in Review

Chicago Partners Investment Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 17% in Q1 2026, selling an estimated $59K and leaving 7,450 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1143.

Chicago Partners Investment Group first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $352K in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Chicago Partners Investment Group held 7,450 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $298K as of Q1 2026.
  • Chicago Partners Investment Group sold 1,507 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $59K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1143 holding.
  • Chicago Partners Investment Group 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.
  • Chicago Partners Investment Group's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $352K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.