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

Mariner’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	$1.08M	Sell	27,711 -1,848	-6%	-$72.4K	﹤0.01%	1915
2025 Q4	$1.16M	Buy	29,559 +1,820	+7%	+$70.3K	﹤0.01%	1847
2025 Q3	$1.06M	Buy	27,739 +724	+3%	+$27.3K	﹤0.01%	1853
2025 Q2	$1M	Hold	27,015	–	–	﹤0.01%	1785
2025 Q1	$954K	Hold	27,015	–	–	﹤0.01%	1718
2024 Q4	$958K	Hold	27,015	–	–	﹤0.01%	1686
2024 Q3	$944K	Buy	27,015 +6,667	+33%	+$228K	﹤0.01%	1652
2024 Q2	$689K	Sell	20,348 -681	-3%	-$22.8K	﹤0.01%	1786
2024 Q1	$699K	Hold	21,029	–	–	﹤0.01%	1776
2023 Q4	$675K	Hold	21,029	–	–	﹤0.01%	1730
2023 Q3	$634K	Buy	+21,029	New	+$644K	﹤0.01%	1612

Other funds holding XJUL

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

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

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

Crosspoint Financial Tustin, California $39.8M AUM 14.13% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

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

Griffith & Werner Canton, Georgia $202M AUM

Mariner's XJUL Position: Q1 2026 in Review

Mariner reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 6.3% in Q1 2026, selling an estimated $72.4K and leaving 27,711 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Mariner first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

Mariner held 27,711 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $1.08M as of Q1 2026.
Mariner sold 1,848 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $72.4K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1915 holding.
Mariner first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Mariner's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.16M in Q4 2025.
53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.