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Patriot Financial Group Insurance Agency’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-7,676
Closed -$299K – 699
2026
Q1 		$299K Buy
+7,676
New +$301K 0.02% 567

Other funds holding XJUL

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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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return
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IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
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PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XJUL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q2 2026, closing a stake of 7,676 shares — an estimated $299K sold.

Patriot Financial Group Insurance Agency first reported a position in XJUL in Q1 2026 and held it in 1 quarter. The position peaked at $299K in Q1 2026. 20 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 7,676 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $299K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q1 2026 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $299K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.