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

Silver Oak Securities’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	$568K	Sell	13,952 -8,007	-36%	-$322K	0.03%	434
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

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

Silver Oak Securities's XJUL Position: Q2 2026 in Review

Silver Oak Securities reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 36% in Q2 2026, selling an estimated $322K and leaving 13,952 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #434.

Silver Oak Securities first reported a position in XJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $897K in Q4 2023. 44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

Silver Oak Securities held 13,952 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $568K as of Q2 2026.
Silver Oak Securities sold 8,007 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2026, an estimated $322K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #434 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 12 quarters since.
Silver Oak Securities's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $897K in Q4 2023.
44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.