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

DHJJ Financial Advisors’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 		$59.1K Hold
1,519
– – 0.02% 372
2025
Q4 		$59.4K Hold
1,519
– – 0.02% 357
2025
Q3 		$58.3K Buy
1,519
+868
+133% +$32.8K 0.02% 340
2025
Q2 		$24.2K Hold
651
– – 0.01% 447
2025
Q1 		$23K Buy
651
+150
+30% +$5.36K 0.01% 412
2024
Q4 		$17.8K Hold
501
– – 0.01% 436
2024
Q3 		$17.5K Buy
501
+110
+28% +$3.76K 0.01% 424
2024
Q2 		$13.2K Hold
391
– – 0.01% 426
2024
Q1 		$13K Hold
391
– – 0.01% 420
2023
Q4 		$12.5K Buy
+391
New +$12.1K 0.01% 419

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
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 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

DHJJ Financial Advisors's XJUL Position: Q1 2026 in Review

DHJJ Financial Advisors held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 1,519 shares worth $59.1K. The position accounts for 0.02% of the portfolio, ranked #372.

DHJJ Financial Advisors first reported a position in XJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $59.4K in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • DHJJ Financial Advisors held 1,519 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $59.1K as of Q1 2026.
  • DHJJ Financial Advisors left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #372 holding.
  • DHJJ Financial Advisors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
  • DHJJ Financial Advisors's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $59.4K 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 DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.