Kestra Advisory Services’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Kestra Advisory Services’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	$2.09M	Sell	51,373 -6,510	-11%	-$262K	0.01%	1323
2026 Q1	$2.25M	Buy	57,883 +7,464	+15%	+$292K	0.01%	1227
2025 Q4	$1.97M	Sell	50,419 -2,568	-5%	-$99.2K	0.01%	1212
2025 Q3	$2.03M	Buy	52,987 +2,514	+5%	+$94.9K	0.01%	1136
2025 Q2	$1.88M	Sell	50,473 -7,526	-13%	-$269K	0.01%	1110
2025 Q1	$2.05M	Sell	57,999 -90,520	-61%	-$3.23M	0.01%	976
2024 Q4	$5.27M	Sell	148,519 -4,366	-3%	-$154K	0.03%	556
2024 Q3	$5.34M	Buy	152,885 +97,069	+174%	+$3.32M	0.03%	564
2024 Q2	$1.89M	Sell	55,816 -13,940	-20%	-$467K	0.01%	985
2024 Q1	$2.32M	Sell	69,756 -23,545	-25%	-$769K	0.02%	813
2023 Q4	$2.99M	Buy	93,301 +999	+1%	+$30.9K	0.02%	640
2023 Q3	$2.78M	Buy	+92,302	New	+$2.83M	0.03%	581

Other funds holding XJUL

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Kestra Advisory Services's XJUL Position: Q2 2026 in Review

Kestra Advisory Services reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 11% in Q2 2026, selling an estimated $262K and leaving 51,373 shares worth $2.09M. The position accounts for 0.01% of the portfolio, ranked #1323.

Kestra Advisory Services first reported a position in XJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.34M in Q3 2024. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

Kestra Advisory Services held 51,373 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $2.09M as of Q2 2026.
Kestra Advisory Services sold 6,510 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $262K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1323 holding.
Kestra Advisory Services first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Kestra Advisory Services's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $5.34M in Q3 2024.
44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.