Guardian Wealth Advisors (North Carolina)’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$228K	Hold	5,865	–	–	0.01%	329
2025 Q4	$229K	Sell	5,865 -1,300	-18%	-$50.2K	0.01%	340
2025 Q3	$275K	Hold	7,165	–	–	0.02%	300
2025 Q2	$266K	Hold	7,165	–	–	0.02%	285
2025 Q1	$253K	Hold	7,165	–	–	0.02%	275
2024 Q4	$254K	Hold	7,165	–	–	0.02%	274
2024 Q3	$250K	Hold	7,165	–	–	0.03%	238
2024 Q2	$243K	Hold	7,165	–	–	0.03%	231
2024 Q1	$238K	Hold	7,165	–	–	0.03%	241
2023 Q4	$230K	Hold	7,165	–	–	0.03%	226
2023 Q3	$216K	Buy	+7,165	New	+$219K	0.04%	224

Other funds holding XJUL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

WIA

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Guardian Wealth Advisors (North Carolina)'s XJUL Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 5,865 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #329.

Guardian Wealth Advisors (North Carolina) first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $275K in Q3 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 5,865 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $228K as of Q1 2026.
Guardian Wealth Advisors (North Carolina) left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #329 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $275K in Q3 2025.
53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.