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Pitti Group Wealth Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Pitti Group Wealth Management’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 		$265K Sell
6,825
-3
-0% -$118 0.22% 62
2025
Q4 		$267K Sell
6,828
-19
-0.3% -$734 0.22% 60
2025
Q3 		$263K Buy
6,847
+167
+3% +$6.3K 0.22% 61
2025
Q2 		$248K Sell
6,680
-174,648
-96% -$6.25M 0.21% 68
2025
Q1 		$6.4M Buy
181,328
+2,784
+2% +$99.4K 6.57% 4
2024
Q4 		$6.33M Buy
+178,544
New +$6.3M 6.42% 4

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

Pitti Group Wealth Management's XJUL Position: Q1 2026 in Review

Pitti Group Wealth Management reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 0.04% in Q1 2026, selling an estimated $118 and leaving 6,825 shares worth $265K. The position accounts for 0.22% of the portfolio, ranked #62.

Pitti Group Wealth Management first reported a position in XJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.4M in Q1 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Pitti Group Wealth Management held 6,825 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $265K as of Q1 2026.
  • Pitti Group Wealth Management sold 3 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $118.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.22% of Pitti Group Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Pitti Group Wealth Management first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Pitti Group Wealth Management's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $6.4M in Q1 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Pitti Group Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.