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

Accel 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
2026 Q2	$1.11M	Hold	18,591	–	–	0.25%	90
2026 Q1	$1.02M	Sell	18,591 -400	-2%	-$22.4K	0.27%	94
2025 Q4	$1.06M	Hold	18,991	–	–	0.29%	85
2025 Q3	$1.04M	Sell	18,991 -342	-2%	-$18.2K	0.3%	83
2025 Q2	$1M	Sell	19,333 -9	-0%	-$436	0.33%	74
2025 Q1	$921K	Sell	19,342 -1,058	-5%	-$52K	0.33%	77
2024 Q4	$999K	Sell	20,400 -1,000	-5%	-$48.8K	0.38%	68
2024 Q3	$1.03M	Buy	+21,400	New	+$997K	0.38%	66

Other funds holding FJUL

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accel Wealth Management's FJUL Position: Q2 2026 in Review

Accel Wealth Management held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 18,591 shares worth $1.11M. The position accounts for 0.25% of the portfolio, ranked #90.

Accel Wealth Management first reported a position in FJUL in Q3 2024 and has held it in 8 quarters since. 55 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Accel Wealth Management held 18,591 shares of FT Vest US Equity Buffer ETF July worth $1.11M as of Q2 2026.
Accel Wealth Management left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.25% of Accel Wealth Management's portfolio in Q2 2026, its #90 holding.
Accel Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
55 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.