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Steward Partners Investment Advisory’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Steward Partners Investment Advisory’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 		$725K Hold
18,650
– – ﹤0.01% 1326
2025
Q4 		$729K Sell
18,650
-300
-2% -$11.6K ﹤0.01% 1226
2025
Q3 		$727K Sell
18,950
-400
-2% -$15.1K ﹤0.01% 1196
2025
Q2 		$719K Hold
19,350
– – 0.01% 1130
2025
Q1 		$683K Sell
19,350
-250
-1% -$8.93K 0.01% 1073
2024
Q4 		$695K Sell
19,600
-1,000
-5% -$35.3K 0.01% 1016
2024
Q3 		$720K Sell
20,600
-1,250
-6% -$42.7K 0.01% 974
2024
Q2 		$740K Hold
21,850
– – 0.01% 914
2024
Q1 		$727K Sell
21,850
-2,250
-9% -$73.5K 0.01% 905
2023
Q4 		$773K Sell
24,100
-150
-0.6% -$4.64K 0.01% 818
2023
Q3 		$731K Buy
+24,250
New +$742K 0.01% 783

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 $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $449M AUM 26.15% 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 $213M AUM 22.91% 1-Year Est. Return

Steward Partners Investment Advisory's XJUL Position: Q1 2026 in Review

Steward Partners Investment Advisory held its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) position steady in Q1 2026 at 18,650 shares worth $725K. The position accounts for ﹤0.01% of the portfolio, ranked #1326.

Steward Partners Investment Advisory first reported a position in XJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $773K in Q4 2023. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Steward Partners Investment Advisory held 18,650 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $725K as of Q1 2026.
  • Steward Partners Investment Advisory left its FT Vest US Equity Enhance & Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1326 holding.
  • Steward Partners Investment Advisory 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.
  • Steward Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $773K 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.