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

Abound Wealth Management’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
2025
Q3 		– Sell
-500
Closed -$25.9K – 1373
2025
Q2 		$25.9K Buy
+500
New +$24.2K 0.01% 287

Other funds holding FJUL

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
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

Abound Wealth Management's FJUL Position: Q3 2025 in Review

Abound Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2025, closing a stake of 500 shares — an estimated $25.9K sold.

Abound Wealth Management first reported a position in FJUL in Q2 2025 and held it in 1 quarter. The position peaked at $25.9K in Q2 2025. 153 funds tracked by Wall St. Rank hold FJUL as of Q3 2025.

  • Abound Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Abound Wealth Management sold 500 FT Vest US Equity Buffer ETF July shares in Q3 2025, an estimated $25.9K.
  • Abound Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q2 2025 and held it in 1 quarter.
  • Abound Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $25.9K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2025.

Based on Abound Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.