Foguth Wealth Management
XJUL icon

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

Foguth Wealth 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
Q3 		$234K Hold
5,598
– – 0.02% 203
2026
Q2 		$228K Hold
5,598
– – 0.03% 191
2026
Q1 		$227K Hold
5,598
– – 0.03% 193
2025
Q4 		$219K Buy
+5,598
New +$216K 0.03% 158
2025
Q2 		$208K Sell
5,598
-5,211
-48% -$186K 0.04% 132
2025
Q1 		$382K Hold
10,809
– – 0.09% 99
2024
Q4 		$389K Buy
10,809
+2,562
+31% +$90.4K 0.1% 97
2024
Q3 		$287K Buy
+8,247
New +$282K 0.1% 103

Other funds holding XJUL

Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Crosspoint Financial
Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Griffith & Werner
Griffith & Werner Canton, Georgia $252M AUM 19.3% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.82B AUM 18.1% 1-Year Est. Return

Foguth Wealth Management's XJUL Position: Q3 2026 in Review

Foguth Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q3 2026 at 5,598 shares worth $234K. The position accounts for 0.02% of the portfolio, ranked #203.

Foguth Wealth Management first reported a position in XJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $389K in Q4 2024. 37 funds tracked by Wall St. Rank hold XJUL as of Q3 2026.

  • Foguth Wealth Management held 5,598 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $234K as of Q3 2026.
  • Foguth Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q3 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.02% of Foguth Wealth Management's portfolio in Q3 2026, its #203 holding.
  • Foguth Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
  • Foguth Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $389K in Q4 2024.
  • 37 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q3 2026.

Based on Foguth Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.