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

Keel Point’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 		$375K Hold
9,636
– – 0.02% 311
2025
Q4 		$377K Hold
9,636
– – 0.02% 359
2025
Q3 		$370K Buy
+9,636
New +$364K 0.02% 367

Other funds holding XJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CF
Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $202M AUM

Keel Point's XJUL Position: Q1 2026 in Review

Keel Point held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 9,636 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #311.

Keel Point first reported a position in XJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $377K in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Keel Point held 9,636 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $375K as of Q1 2026.
  • Keel Point 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 0.02% of Keel Point's portfolio in Q1 2026, its #311 holding.
  • Keel Point first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • Keel Point's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $377K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.