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

Crosspoint Financial’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 		$1.99M Sell
51,200
-2,800
-5% -$110K 5% 4
2025
Q4 		$2.11M Sell
54,000
-200
-0.4% -$7.72K 4.97% 4
2025
Q3 		$2.08M Buy
+54,200
New +$2.05M 5.11% 4

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
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

Crosspoint Financial's XJUL Position: Q1 2026 in Review

Crosspoint Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 5.2% in Q1 2026, selling an estimated $110K and leaving 51,200 shares worth $1.99M. The position accounts for 5% of the portfolio, ranked #4.

Crosspoint Financial first reported a position in XJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.11M in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Crosspoint Financial held 51,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $1.99M as of Q1 2026.
  • Crosspoint Financial sold 2,800 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $110K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 5% of Crosspoint Financial's portfolio in Q1 2026, its #4 holding.
  • Crosspoint Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • Crosspoint Financial's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $2.11M 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 Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.