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

Diligent Investors’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	$1.39M	Sell	35,737 -600	-2%	-$23.5K	0.34%	82
2025 Q4	$1.42M	Sell	36,337 -2,200	-6%	-$85K	0.35%	77
2025 Q3	$1.48M	Buy	38,537 +900	+2%	+$34K	0.37%	71
2025 Q2	$1.4M	Sell	37,637 -1,250	-3%	-$44.7K	0.33%	81
2025 Q1	$1.37M	Hold	38,887	–	–	0.33%	82
2024 Q4	$1.38M	Sell	38,887 -500	-1%	-$17.6K	0.32%	82
2024 Q3	$1.38M	Buy	39,387 +11,700	+42%	+$400K	0.32%	87
2024 Q2	$937K	Buy	27,687 +1,000	+4%	+$33.5K	0.23%	123
2024 Q1	$887K	Hold	26,687	–	–	0.22%	126
2023 Q4	$856K	Hold	26,687	–	–	0.24%	112
2023 Q3	$805K	Buy	+26,687	New	+$817K	0.25%	103

Other funds holding XJUL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Diligent Investors's XJUL Position: Q1 2026 in Review

Diligent Investors reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 1.7% in Q1 2026, selling an estimated $23.5K and leaving 35,737 shares worth $1.39M. The position accounts for 0.34% of the portfolio, ranked #82.

Diligent Investors first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

Diligent Investors held 35,737 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $1.39M as of Q1 2026.
Diligent Investors sold 600 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $23.5K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.34% of Diligent Investors's portfolio in Q1 2026, its #82 holding.
Diligent Investors first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Diligent Investors's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.48M in Q3 2025.
53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Diligent Investors's 13F filing for Q1 2026, filed 15 Apr 2026.