COMMONWEALTH EQUITY SERVICES, LLC XJUL — FIRST TR EXCHNG TRADED FD VI

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  12 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported FIRST TR EXCHNG TRADED FD VI (XJUL) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows XJUL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in FIRST TR EXCHNG TRADED FD VI, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XJUL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XJUL stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held XJUL — position size vs. price
% of Fund (quarterly)    XJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 57,038 — 0% 0.00% $2.3M 2026-07-29 $40.59
2026 Q1 REDUCED 58.0% +4.6% ❌ 57,038 -78,671 -58.0% 0.00% $2.2M 2026-04-27 $40.09
2025 Q4 REDUCED — — — 135,709 -3,660 -2.6% 0.01% $5.3M 2026-02-12 $39.16
2025 Q3 ADDED — — — 139,369 +79,516 +132.9% 0.01% $5.3M 2025-10-22 $38.43
2025 Q2 REDUCED 17.5% +3.2% ❌ 59,853 -12,711 -17.5% 0.00% $2.2M 2025-08-06 $37.57
2025 Q1 REDUCED 14.2% +5.2% ❌ 72,564 -11,999 -14.2% 0.00% $2.6M 2025-05-09 $35.62
2024 Q4 REDUCED 18.4% -0.5% ✅ 84,563 -19,030 -18.4% 0.00% $3.0M 2025-02-10 $36.01
2024 Q3 REDUCED 38.2% +1.6% ❌ 103,593 -64,141 -38.2% 0.01% $3.6M 2024-10-18 $35.14
2024 Q2 REDUCED — — — 167,734 -6,920 -4.0% 0.01% $5.7M 2024-07-31 $34.12
2024 Q1 REDUCED — — — 174,654 -4,327 -2.4% 0.01% $5.8M 2024-04-29 $33.31
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XJUL

As of 2026 Q2 — sorted by position size

Griffith & Werner, Inc. 0.56% Diligent Investors, LLC 3Y 7Y 0.29% PFS Partners, LLC 0.15% Foguth Wealth Management, LLC. 0.03% DHJJ Financial Advisors, Ltd. 3Y 0.02% Triumph Capital Management 3Y 0.01% IFP Advisors, Inc 3Y 7Y 0.01% Kestra Advisory Services, LLC 3Y 0.01% Chicago Partners Investment Group LLC 3Y 7Y 0.01% Ashton Thomas Private Wealth, LLC 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and XJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning XJUL?

COMMONWEALTH EQUITY SERVICES, LLC reported XJUL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported XJUL position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for XJUL was 0.01% in 2024 Q1.

What is the latest reported XJUL position on this page?

The most recent filing on this page is 2026 Q2, when COMMONWEALTH EQUITY SERVICES, LLC reported 57,038 shares, equal to 0.00% of portfolio, with an estimated market value of $2.3M.

What does the chart on this XJUL ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly XJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their XJUL position?

Based on 13F filing dates vs. subsequent XJUL price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 4 out of 11 reported position changes (36%). The annualised alpha on XJUL relative to SPY over the holding period was +200.7%.

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