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 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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

LPL Financial's XJUL Position: Q2 2026 in Review

LPL Financial reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 6.5% in Q2 2026, selling an estimated $40.2K and leaving 14,273 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #4895.

LPL Financial first reported a position in XJUL in Q2 2024 and has held it in 9 quarters since. The position peaked at $951K in Q3 2025. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

LPL Financial held 14,273 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $581K as of Q2 2026.
LPL Financial sold 1,000 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $40.2K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4895 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 9 quarters since.
LPL Financial's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $951K in Q3 2025.
44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.