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
Q2 		$5.01M Buy
122,929
+1,434
+1% +$57.7K 0.01% 1527
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

Commonwealth Equity Services
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
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings's XJUL Position: Q2 2026 in Review

Osaic Holdings increased its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 1.2% in Q2 2026, buying an estimated $57.7K and bringing the position to 122,929 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #1527.

Osaic Holdings first reported a position in XJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.51M in Q3 2024. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Osaic Holdings held 122,929 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $5.01M as of Q2 2026.
  • Osaic Holdings bought 1,434 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $57.7K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1527 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 12 quarters since.
  • Osaic Holdings's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $6.51M in Q3 2024.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.