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XJUL icon

CreativeOne Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

CreativeOne Wealth’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 		$1.41M Buy
36,228
+15,622
+76% +$612K 0.03% 457
2025
Q4 		$805K Hold
20,606
– – 0.02% 634
2025
Q3 		$791K Buy
20,606
+14,070
+215% +$531K 0.02% 630
2025
Q2 		$243K Sell
6,536
-20,154
-76% -$721K 0.01% 996
2025
Q1 		$942K Buy
26,690
+20,154
+308% +$720K 0.03% 497
2024
Q4 		$232K Hold
6,536
– – 0.01% 972
2024
Q3 		$228K Buy
+6,536
New +$223K 0.01% 867
2024
Q2 		– Sell
-6,536
Closed -$217K – 932
2024
Q1 		$217K Buy
+6,536
New +$214K 0.01% 819

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 $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 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 $213M AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CreativeOne Wealth's XJUL Position: Q1 2026 in Review

CreativeOne Wealth increased its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 76% in Q1 2026, buying an estimated $612K and bringing the position to 36,228 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #457.

CreativeOne Wealth first reported a position in XJUL in Q1 2024 and has held it in 8 quarters since. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • CreativeOne Wealth held 36,228 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $1.41M as of Q1 2026.
  • CreativeOne Wealth bought 15,622 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $612K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #457 holding.
  • CreativeOne Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q1 2024 and has held it in 8 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 CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.