Silver Oak Securities’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$854K Buy
21,959
+5,857
+36% +$229K 0.06% 298
2025
Q4
$630K Buy
16,102
+1,230
+8% +$47.5K 0.04% 398
2025
Q3
$571K Sell
14,872
-1,761
-11% -$66.5K 0.04% 387
2025
Q2
$618K Sell
16,633
-5,483
-25% -$196K 0.05% 357
2025
Q1
$780K Buy
22,116
+1,127
+5% +$40.2K 0.07% 283
2024
Q4
$745K Sell
20,989
-75
-0.4% -$2.65K 0.07% 290
2024
Q3
$735K Buy
21,064
+2,469
+13% +$84.4K 0.08% 257
2024
Q2
$630K Sell
18,595
-7,573
-29% -$254K 0.09% 189
2024
Q1
$870K Sell
26,168
-1,784
-6% -$58.3K 0.13% 164
2023
Q4
$897K Sell
27,952
-1,763
-6% -$54.5K 0.12% 178
2023
Q3
$896K Buy
+29,715
New +$910K 0.19% 95

Other funds holding XJUL

Silver Oak Securities's XJUL Position: Q1 2026 in Review

Silver Oak Securities increased its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 36% in Q1 2026, buying an estimated $229K and bringing the position to 21,959 shares worth $854K. The position accounts for 0.06% of the portfolio, ranked #298.

Silver Oak Securities first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $897K in Q4 2023. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Silver Oak Securities held 21,959 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $854K as of Q1 2026.
  • Silver Oak Securities bought 5,857 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $229K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.06% of Silver Oak Securities's portfolio in Q1 2026, its #298 holding.
  • Silver Oak Securities first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
  • Silver Oak Securities's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $897K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.