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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
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

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

PFS Partners's XJUL Position: Q1 2026 in Review

PFS Partners reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 1.6% in Q1 2026, selling an estimated $6.15K and leaving 9,549 shares worth $371K. The position accounts for 0.17% of the portfolio, ranked #53.

PFS Partners first reported a position in XJUL in Q3 2023 and has held it in 9 quarters since. The position peaked at $379K in Q4 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • PFS Partners held 9,549 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $371K as of Q1 2026.
  • PFS Partners sold 157 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $6.15K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.17% of PFS Partners's portfolio in Q1 2026, its #53 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 9 quarters since.
  • PFS Partners's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $379K in Q4 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on PFS Partners's 13F filing for Q1 2026, filed 9 Apr 2026.