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

LPL Financial’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 Q3	$571K	Sell	13,701 -572	-4%	-$23.6K	﹤0.01%	5003
2026 Q2	$581K	Sell	14,273 -1,000	-7%	-$40.2K	﹤0.01%	4895
2026 Q1	$594K	Sell	15,273 -3,931	-20%	-$154K	﹤0.01%	4609
2025 Q4	$751K	Sell	19,204 -5,582	-23%	-$216K	﹤0.01%	4359
2025 Q3	$951K	Buy	24,786 +1,891	+8%	+$71.4K	﹤0.01%	4044
2025 Q2	$851K	Buy	22,895 +4,271	+23%	+$153K	﹤0.01%	3901
2025 Q1	$658K	Buy	18,624 +5,298	+40%	+$189K	﹤0.01%	3912
2024 Q4	$473K	Buy	13,326 +5,381	+68%	+$190K	﹤0.01%	4143
2024 Q3	$278K	Buy	7,945 +895	+13%	+$30.6K	﹤0.01%	4500
2024 Q2	$239K	Buy	+7,050	New	+$236K	﹤0.01%	4431

Other funds holding XJUL

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Crosspoint Financial Tustin, California $50.5M AUM 18.09% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Griffith & Werner Canton, Georgia $252M AUM 19.3% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.36B AUM 21.31% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

LPL Financial's XJUL Position: Q3 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 4% in Q3 2026, selling an estimated $23.6K and leaving 13,701 shares worth $571K. The position accounts for ﹤0.01% of the portfolio, ranked #5003.

LPL Financial first reported a position in XJUL in Q2 2024 and has held it in 10 quarters since. The position peaked at $951K in Q3 2025. 26 funds tracked by Wall St. Rank hold XJUL as of Q3 2026.

LPL Financial held 13,701 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $571K as of Q3 2026.
LPL Financial sold 572 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q3 2026, an estimated $23.6K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5003 holding.
LPL Financial first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q2 2024 and has held it in 10 quarters since.
LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $951K in Q3 2025.
26 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.