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

Grant Private 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
2025
Q3 		– Sell
-30,000
Closed -$1.11M – 174
2025
Q2 		$1.11M Buy
+30,000
New +$1.07M 0.63% 34

Other funds holding XJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM

Grant Private Wealth Management's XJUL Position: Q3 2025 in Review

Grant Private Wealth Management sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q3 2025, closing a stake of 30,000 shares — an estimated $1.11M sold.

Grant Private Wealth Management first reported a position in XJUL in Q2 2025 and held it in 1 quarter. The position peaked at $1.11M in Q2 2025. 38 funds tracked by Wall St. Rank hold XJUL as of Q3 2025.

  • Grant Private Wealth Management reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 30,000 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q3 2025, an estimated $1.11M.
  • Grant Private Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.11M in Q2 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.