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

FSB Premier 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 Q2	$241K	Hold	5,927	–	–	0.07%	235
2026 Q1	$231K	Hold	5,927	–	–	0.07%	232
2025 Q4	$232K	Hold	5,927	–	–	0.07%	218
2025 Q3	$227K	Hold	5,927	–	–	0.07%	212
2025 Q2	$220K	Hold	5,927	–	–	0.08%	202
2025 Q1	$209K	Hold	5,927	–	–	0.08%	199
2024 Q4	$210K	Hold	5,927	–	–	0.08%	200
2024 Q3	$207K	Buy	+5,927	New	+$203K	0.08%	195

Other funds holding XJUL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

FSB Premier Wealth Management's XJUL Position: Q2 2026 in Review

FSB Premier Wealth Management held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q2 2026 at 5,927 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #235.

FSB Premier Wealth Management first reported a position in XJUL in Q3 2024 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

FSB Premier Wealth Management held 5,927 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $241K as of Q2 2026.
FSB Premier Wealth Management left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.07% of FSB Premier Wealth Management's portfolio in Q2 2026, its #235 holding.
FSB Premier 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.
44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.