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Stephens Inc’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Stephens Inc’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
2024
Q2 		– Sell
-83,208
Closed -$2.77M – 1360
2024
Q1 		$2.77M Sell
83,208
-8,311
-9% -$272K 0.04% 351
2023
Q4 		$2.94M Sell
91,519
-518
-0.6% -$16K 0.05% 317
2023
Q3 		$2.77M Buy
+92,037
New +$2.82M 0.05% 310

Other funds holding XJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
Diligent Investors Redlands, California $404M AUM 17.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stephens Inc's XJUL Position: Q2 2024 in Review

Stephens Inc sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q2 2024, closing a stake of 83,208 shares — an estimated $2.77M sold.

Stephens Inc first reported a position in XJUL in Q3 2023 and held it in 3 quarters. The position peaked at $2.94M in Q4 2023. 28 funds tracked by Wall St. Rank hold XJUL as of Q2 2024.

  • Stephens Inc reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Stephens Inc sold 83,208 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q2 2024, an estimated $2.77M.
  • Stephens Inc first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and held it in 3 quarters.
  • Stephens Inc's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $2.94M in Q4 2023.
  • 28 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2024.

Based on Stephens Inc's 13F filing for Q2 2024, filed 6 Aug 2024.