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Signal Advisors Wealth’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Signal Advisors Wealth’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 		$782K Buy
+20,119
New +$788K 0.05% 279
2025
Q3 		– Sell
-8,160
Closed -$303K – 545
2025
Q2 		$303K Sell
8,160
-87
-1% -$3.11K 0.02% 382
2025
Q1 		$291K Hold
8,247
– – 0.03% 373
2024
Q4 		$293K Sell
8,247
-2,512
-23% -$88.7K 0.03% 365
2024
Q3 		$376K Buy
+10,759
New +$368K 0.05% 301

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

Signal Advisors Wealth's XJUL Position: Q1 2026 in Review

Signal Advisors Wealth opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q1 2026: 20,119 shares worth $782K. The stake represents 0.05% of the portfolio and ranks #279 among its holdings. This is a return to the name: Signal Advisors Wealth previously reported a position in XJUL as recently as Q2 2025.

Signal Advisors Wealth first reported a position in XJUL in Q3 2024 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Signal Advisors Wealth held 20,119 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $782K as of Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July was a new Signal Advisors Wealth position in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.05% of Signal Advisors Wealth's portfolio in Q1 2026, its #279 holding.
  • Signal Advisors Wealth first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2024 and has held it in 5 quarters since.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Signal Advisors Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.