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

EP Wealth 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
Q2 		$104K Buy
+2,562
New +$103K ﹤0.01% 1661

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
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 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

EP Wealth Advisors's XJUL Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q2 2026: 2,562 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #1661 among its holdings.

44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • EP Wealth Advisors held 2,562 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $104K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July was a new EP Wealth Advisors position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1661 holding.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.