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Triumph Capital Management’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Triumph Capital Management’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 		$62.2K Buy
+1,600
New +$62.7K 0.01% 575

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 $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $404M AUM 17.85% 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 $202M AUM

Triumph Capital Management's XJUL Position: Q1 2026 in Review

Triumph Capital Management opened a new position in FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q1 2026: 1,600 shares worth $62.2K. The stake represents 0.01% of the portfolio and ranks #575 among its holdings.

53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • Triumph Capital Management held 1,600 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $62.2K as of Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July was a new Triumph Capital Management position in Q1 2026.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up 0.01% of Triumph Capital Management's portfolio in Q1 2026, its #575 holding.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on Triumph Capital Management's 13F filing for Q1 2026, filed 13 May 2026.