Envestnet Asset Management
XJUL icon

Envestnet Asset Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Envestnet Asset Management’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 		$8.05M Buy
207,067
+172,143
+493% +$6.74M ﹤0.01% 1977
2025
Q4 		$1.37M Buy
34,924
+2,839
+9% +$110K ﹤0.01% 3092
2025
Q3 		$1.23M Buy
32,085
+512
+2% +$19.3K ﹤0.01% 3211
2025
Q2 		$1.17M Sell
31,573
-139,524
-82% -$4.99M ﹤0.01% 3181
2025
Q1 		$6.04M Buy
171,097
+132,620
+345% +$4.74M ﹤0.01% 1994
2024
Q4 		$1.36M Buy
38,477
+1,286
+3% +$45.4K ﹤0.01% 2949
2024
Q3 		$1.3M Buy
37,191
+8,986
+32% +$307K ﹤0.01% 2955
2024
Q2 		$955K Sell
28,205
-10,764
-28% -$360K ﹤0.01% 3072
2024
Q1 		$1.3M Buy
38,969
+899
+2% +$29.4K ﹤0.01% 2851
2023
Q4 		$1.22M Buy
38,070
+3,628
+11% +$112K ﹤0.01% 2794
2023
Q3 		$1.04M Buy
+34,442
New +$1.05M ﹤0.01% 2790

Other funds holding XJUL

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

Envestnet Asset Management's XJUL Position: Q1 2026 in Review

Envestnet Asset Management increased its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 493% in Q1 2026, buying an estimated $6.74M and bringing the position to 207,067 shares worth $8.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

Envestnet Asset Management first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Envestnet Asset Management held 207,067 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $8.05M as of Q1 2026.
  • Envestnet Asset Management bought 172,143 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $6.74M.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1977 holding.
  • Envestnet Asset Management 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.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.