Key Financial Inc’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Key Financial Inc’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
2025 Q1	–	Sell	-1,650	Closed	-$58.5K	–	1415
2024 Q4	$58.5K	Hold	1,650	–	–	0.01%	452
2024 Q3	$57.6K	Hold	1,650	–	–	0.01%	458
2024 Q2	$55.9K	Hold	1,650	–	–	0.01%	448
2024 Q1	$54.9K	Buy	+1,650	New	+$53.9K	0.01%	421

Other funds holding XJUL

PGWM

Pitti Group Wealth Management Victor, New York $123M AUM 19.43% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Griffith & Werner Canton, Georgia $202M AUM

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Key Financial Inc's XJUL Position: Q1 2025 in Review

Key Financial Inc sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q1 2025, closing a stake of 1,650 shares — an estimated $58.5K sold.

Key Financial Inc first reported a position in XJUL in Q1 2024 and held it in 4 quarters. The position peaked at $58.5K in Q4 2024. 40 funds tracked by Wall St. Rank hold XJUL as of Q1 2025.

Key Financial Inc reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Key Financial Inc sold 1,650 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2025, an estimated $58.5K.
Key Financial Inc first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q1 2024 and held it in 4 quarters.
Key Financial Inc's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $58.5K in Q4 2024.
40 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2025.

Based on Key Financial Inc's 13F filing for Q1 2025, filed 1 May 2025.