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 Q2	$843K	Sell	20,694 -15,534	-43%	-$625K	0.02%	635
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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

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

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

CreativeOne Wealth's XJUL Position: Q2 2026 in Review

CreativeOne Wealth reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 43% in Q2 2026, selling an estimated $625K and leaving 20,694 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #635.

CreativeOne Wealth first reported a position in XJUL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q1 2026. 45 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

CreativeOne Wealth held 20,694 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $843K as of Q2 2026.
CreativeOne Wealth sold 15,534 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $625K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #635 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 9 quarters since.
CreativeOne Wealth's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.41M in Q1 2026.
45 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.