UBS Group
XJUL icon

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

UBS Group’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 		$21.6K Sell
556
-1,669
-75% -$65.4K ﹤0.01% 7881
2025
Q4 		$87K Buy
2,225
+2,095
+1,612% +$80.9K ﹤0.01% 6970
2025
Q3 		$4.99K Sell
130
-7,426
-98% -$280K ﹤0.01% 8907
2025
Q2 		$281K Buy
7,556
+6,358
+531% +$228K ﹤0.01% 6488
2025
Q1 		$42.3K Buy
+1,198
New +$42.8K ﹤0.01% 7703
2024
Q3 		– Sell
-941
Closed -$31.9K – 10130
2024
Q2 		$31.9K Sell
941
-58
-6% -$1.94K ﹤0.01% 7022
2024
Q1 		$33.2K Buy
+999
New +$32.6K ﹤0.01% 6689

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

UBS Group's XJUL Position: Q1 2026 in Review

UBS Group reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 75% in Q1 2026, selling an estimated $65.4K and leaving 556 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7881.

UBS Group first reported a position in XJUL in Q1 2024 and has held it in 7 quarters since. The position peaked at $281K in Q2 2025. 53 funds tracked by Wall St. Rank hold XJUL as of Q1 2026.

  • UBS Group held 556 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $21.6K as of Q1 2026.
  • UBS Group sold 1,669 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2026, an estimated $65.4K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7881 holding.
  • UBS Group first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q1 2024 and has held it in 7 quarters since.
  • UBS Group's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $281K in Q2 2025.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.