Keel Point, LLC XJUL — FIRST TR EXCHNG TRADED FD VI

Ownership history in Keel Point, LLC  ·  4 quarters on record

AI Ownership Summary

Keel Point, LLC reported FIRST TR EXCHNG TRADED FD VI (XJUL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows XJUL at 0.02% 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.

What this XJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keel Point, 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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

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

Time in book
Holding Window
2025 Q3 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 Keel Point, LLC fund profile Keel Point, LLC full holdings
How Keel Point, 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 9,636 — 0% 0.02% $392K 2026-08-14 $41.58
2026 Q1 UNCHANGED — — — 9,636 — 0% 0.02% $375K 2026-06-01 $40.54
2025 Q4 UNCHANGED — — — 9,636 — 0% 0.02% $377K 2026-02-12 $39.16
2025 Q3 INITIATED — — — 9,636 — — 0.02% $370K 2025-12-16 $38.86

🏢 Other funds also holding XJUL

As of 2026 Q2 — sorted by position size

CROSSPOINT FINANCIAL, LLC 3Y 4.77% Griffith & Werner, Inc. 0.56% Diligent Investors, LLC 3Y 7Y 0.29% Pitti Group Wealth Management, LLC 3Y 0.2% PFS Partners, LLC 0.15% Sequent Planning LLC 0.1% FSB PREMIER WEALTH MANAGEMENT, INC. 3Y 0.07% SILVER OAK SECURITIES, INCORPORATED 3Y 0.03% Foguth Wealth Management, LLC. 0.03% World Investment Advisors 3Y 7Y 0.02%

FAQ About Keel Point, 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 Keel Point, LLC reported owning XJUL?

Keel Point, LLC reported XJUL across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported XJUL position in Keel Point, LLC's portfolio?

The largest reported portfolio weight for XJUL was 0.02% in 2026 Q1.

What is the latest reported XJUL position on this page?

The most recent filing on this page is 2026 Q2, when Keel Point, LLC reported 9,636 shares, equal to 0.02% of portfolio, with an estimated market value of $392K.

What does the chart on this XJUL ownership page compare?

The chart compares Keel Point, 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.

← Back to Keel Point, LLC Holdings