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

Crown Wealth 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
2025
Q3 		– Sell
-5,385
Closed -$200K – 139
2025
Q2 		$200K Buy
+5,385
New +$193K 0.08% 115
2025
Q1 		– Sell
-6,485
Closed -$230K – 125
2024
Q4 		$230K Hold
6,485
– – 0.09% 100
2024
Q3 		$227K Hold
6,485
– – 0.1% 106
2024
Q2 		$220K Sell
6,485
-65
-1% -$2.18K 0.11% 97
2024
Q1 		$218K Hold
6,550
– – 0.11% 99
2023
Q4 		$210K Sell
6,550
-3,450
-35% -$107K 0.13% 89
2023
Q3 		$302K Buy
+10,000
New +$306K 0.23% 50

Other funds holding XJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Crown Wealth Group's XJUL Position: Q3 2025 in Review

Crown Wealth Group sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q3 2025, closing a stake of 5,385 shares — an estimated $200K sold.

Crown Wealth Group first reported a position in XJUL in Q3 2023 and held it in 7 quarters. The position peaked at $302K in Q3 2023. 38 funds tracked by Wall St. Rank hold XJUL as of Q3 2025.

  • Crown Wealth Group reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Crown Wealth Group sold 5,385 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q3 2025, an estimated $200K.
  • Crown Wealth Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and held it in 7 quarters.
  • Crown Wealth Group's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $302K in Q3 2023.
  • 38 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q3 2025.

Based on Crown Wealth Group's 13F filing for Q3 2025, filed 22 Oct 2025.