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

PFS Partners’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	$378K	Sell	9,293 -256	-3%	-$10.3K	0.15%	64
2026 Q1	$371K	Sell	9,549 -157	-2%	-$6.15K	0.17%	53
2025 Q4	$379K	Sell	9,706 -60	-0.6%	-$2.32K	0.17%	53
2025 Q3	$375K	Buy	9,766 +4,034	+70%	+$152K	0.18%	46
2025 Q2	$213K	Buy	5,732 +208	+4%	+$7.44K	0.11%	66
2025 Q1	$195K	Sell	5,524 -293	-5%	-$10.5K	0.1%	66
2024 Q4	$206K	Hold	5,817	–	–	0.11%	65
2024 Q3	$203K	Buy	+5,817	New	+$199K	0.11%	63
2024 Q1	–	Sell	-2,214	Closed	-$71K	–	492
2023 Q4	$71K	Sell	2,214 -612	-22%	-$18.9K	0.05%	108
2023 Q3	$85.2K	Buy	+2,826	New	+$86.5K	0.08%	75

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

PFS Partners's XJUL Position: Q2 2026 in Review

PFS Partners reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 2.7% in Q2 2026, selling an estimated $10.3K and leaving 9,293 shares worth $378K. The position accounts for 0.15% of the portfolio, ranked #64.

PFS Partners first reported a position in XJUL in Q3 2023 and has held it in 10 quarters since. The position peaked at $379K in Q4 2025. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

PFS Partners held 9,293 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $378K as of Q2 2026.
PFS Partners sold 256 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $10.3K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.15% of PFS Partners's portfolio in Q2 2026, its #64 holding.
PFS Partners first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 10 quarters since.
PFS Partners's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $379K 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 PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.