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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
Q2 		$2.08M Hold
51,200
– – 4.77% 4
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Crosspoint Financial's XJUL Position: Q2 2026 in Review

Crosspoint Financial held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q2 2026 at 51,200 shares worth $2.08M. The position accounts for 4.77% of the portfolio, ranked #4.

Crosspoint Financial first reported a position in XJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.11M in Q4 2025. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Crosspoint Financial held 51,200 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $2.08M as of Q2 2026.
  • Crosspoint Financial left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 4.77% of Crosspoint Financial's portfolio in Q2 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 4 quarters since.
  • Crosspoint Financial's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $2.11M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Crosspoint Financial's 13F filing for Q2 2026, filed 7 Aug 2026.