1776 Wealth’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

1776 Wealth’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Sell	23,365 -3,450	-13%	-$201K	0.49%	41
2026 Q1	$1.47M	Hold	26,815	–	–	0.58%	33
2025 Q4	$1.5M	Hold	26,815	–	–	0.56%	34
2025 Q3	$1.47M	Sell	26,815 -3,811	-12%	-$203K	0.57%	33
2025 Q2	$1.58M	Hold	30,626	–	–	0.65%	27
2025 Q1	$1.46M	Sell	30,626 -2,562	-8%	-$126K	0.67%	29
2024 Q4	$1.63M	Sell	33,188 -32	-0.1%	-$1.56K	0.75%	26
2024 Q3	$1.6M	Buy	33,220 +1,369	+4%	+$63.8K	0.72%	25
2024 Q2	$1.47M	Hold	31,851	–	–	0.66%	26
2024 Q1	$1.42M	Hold	31,851	–	–	0.67%	29
2023 Q4	$1.33M	Buy	31,851 +638	+2%	+$25.2K	0.66%	27
2023 Q3	$1.2M	Buy	+31,213	New	+$1.23M	0.63%	30

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

1776 Wealth's FJUL Position: Q2 2026 in Review

1776 Wealth reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 13% in Q2 2026, selling an estimated $201K and leaving 23,365 shares worth $1.39M. The position accounts for 0.49% of the portfolio, ranked #41.

1776 Wealth first reported a position in FJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.63M in Q4 2024. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

1776 Wealth held 23,365 shares of FT Vest US Equity Buffer ETF July worth $1.39M as of Q2 2026.
1776 Wealth sold 3,450 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $201K.
FT Vest US Equity Buffer ETF July made up 0.49% of 1776 Wealth's portfolio in Q2 2026, its #41 holding.
1776 Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
1776 Wealth's FT Vest US Equity Buffer ETF July position peaked at $1.63M in Q4 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.