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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
Q2 		$392K Hold
9,636
– – 0.02% 325
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Keel Point's XJUL Position: Q2 2026 in Review

Keel Point held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q2 2026 at 9,636 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #325.

Keel Point first reported a position in XJUL in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Keel Point held 9,636 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $392K as of Q2 2026.
  • Keel Point 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 0.02% of Keel Point's portfolio in Q2 2026, its #325 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 4 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 Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.