Griffith & Werner’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Griffith & Werner’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	$1.21M	Hold	29,600	–	–	0.56%	35
2026 Q1	$1.15M	Sell	29,600 -250	-0.8%	-$9.79K	0.57%	35
2025 Q4	$1.17M	Hold	29,850	–	–	0.59%	33
2025 Q3	$1.15M	Buy	+29,850	New	+$1.13M	0.6%	33
2025 Q1	$1.06M	Hold	30,000	–	–	0.66%	32
2024 Q4	$1.06M	Buy	+30,000	New	+$1.06M	0.7%	32

Other funds holding XJUL

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Griffith & Werner's XJUL Position: Q2 2026 in Review

Griffith & Werner held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q2 2026 at 29,600 shares worth $1.21M. The position accounts for 0.56% of the portfolio, ranked #35.

Griffith & Werner first reported a position in XJUL in Q4 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

Griffith & Werner held 29,600 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $1.21M as of Q2 2026.
Griffith & Werner 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 0.56% of Griffith & Werner's portfolio in Q2 2026, its #35 holding.
Griffith & Werner first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
13 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.