LPL Financial
XJUL icon

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
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

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

LPL Financial's XJUL Position: Q1 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 20% in Q1 2026, selling an estimated $154K and leaving 15,273 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #4609.

LPL Financial first reported a position in XJUL in Q2 2024 and has held it in 8 quarters since. The position peaked at $951K in Q3 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • LPL Financial held 15,273 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $594K as of Q1 2026.
  • LPL Financial sold 3,931 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $154K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4609 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 8 quarters since.
  • LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $951K in Q3 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.