Osaic Holdings
XJUL icon

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

Osaic Holdings’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 		$4.72M Sell
121,495
-2,491
-2% -$97.6K 0.01% 1402
2025
Q4 		$4.85M Buy
123,986
+537
+0.4% +$20.7K 0.01% 1392
2025
Q3 		$4.68M Sell
123,449
-13,204
-10% -$499K 0.01% 1525
2025
Q2 		$5.08M Sell
136,653
-9,480
-6% -$339K 0.01% 1234
2025
Q1 		$5.16M Sell
146,133
-283
-0.2% -$10.1K 0.01% 1035
2024
Q4 		$5.19M Sell
146,416
-39,868
-21% -$1.41M 0.01% 1016
2024
Q3 		$6.51M Buy
186,284
+53,741
+41% +$1.84M 0.01% 895
2024
Q2 		$4.49M Sell
132,543
-19,661
-13% -$658K 0.01% 1073
2024
Q1 		$5.06M Sell
152,204
-23,098
-13% -$755K 0.01% 1029
2023
Q4 		$5.62M Buy
175,302
+28,103
+19% +$869K 0.01% 1111
2023
Q3 		$4.44M Buy
+147,199
New +$4.51M 0.01% 1393

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
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings's XJUL Position: Q1 2026 in Review

Osaic Holdings reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 2% in Q1 2026, selling an estimated $97.6K and leaving 121,495 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #1402.

Osaic Holdings first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.51M in Q3 2024. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Osaic Holdings held 121,495 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $4.72M as of Q1 2026.
  • Osaic Holdings sold 2,491 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $97.6K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Osaic Holdings's portfolio in Q1 2026, its #1402 holding.
  • Osaic Holdings 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.
  • Osaic Holdings's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $6.51M in Q3 2024.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.