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 Q2	$1.06M	Sell	26,032 -1,679	-6%	-$67.6K	﹤0.01%	1907
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

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

Mariner's XJUL Position: Q2 2026 in Review

Mariner reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 6.1% in Q2 2026, selling an estimated $67.6K and leaving 26,032 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

Mariner first reported a position in XJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q4 2025. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

Mariner held 26,032 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $1.06M as of Q2 2026.
Mariner sold 1,679 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $67.6K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1907 holding.
Mariner first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Mariner's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.16M in Q4 2025.
44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.