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

Summit Financial’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 		$691K Buy
+16,982
New +$683K 0.01% 978

Other funds holding XJUL

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
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
CF
Crosspoint Financial Tustin, California $43.7M AUM 22.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
GW
Griffith & Werner Canton, Georgia $213M AUM 22.91% 1-Year Est. Return

Summit Financial's XJUL Position: Q2 2026 in Review

Summit Financial opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q2 2026: 16,982 shares worth $691K. The stake represents 0.01% of the portfolio and ranks #978 among its holdings.

44 funds tracked by Wall St. Rank hold XJUL as of Q2 2026.

  • Summit Financial held 16,982 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $691K as of Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July was a new Summit Financial position in Q2 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Summit Financial's portfolio in Q2 2026, its #978 holding.
  • 44 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.