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

AE 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	$669K	Buy	11,233 +466	+4%	+$27.1K	﹤0.01%	1085
2026 Q1	$589K	Sell	10,767 -147	-1%	-$8.22K	﹤0.01%	1026
2025 Q4	$610K	Sell	10,914 -422	-4%	-$23.3K	﹤0.01%	968
2025 Q3	$620K	Sell	11,336 -232	-2%	-$12.4K	﹤0.01%	893
2025 Q2	$599K	Sell	11,568 -7,947	-41%	-$385K	﹤0.01%	864
2025 Q1	$930K	Sell	19,515 -937	-5%	-$46K	0.01%	722
2024 Q4	$1M	Sell	20,452 -679	-3%	-$33.2K	0.01%	694
2024 Q3	$1.02M	Buy	21,131 +5,266	+33%	+$245K	0.01%	688
2024 Q2	$731K	Sell	15,865 -41,008	-72%	-$1.84M	0.01%	787
2024 Q1	$2.53M	Sell	56,873 -83,893	-60%	-$3.61M	0.03%	446
2023 Q4	$5.97M	Sell	140,766 -309,212	-69%	-$12.2M	0.03%	542
2023 Q3	$17.3M	Buy	449,978 +347,769	+340%	+$13.7M	0.1%	215
2023 Q2	$3.99M	Sell	102,209 -412,565	-80%	-$15.2M	0.02%	612
2023 Q1	$18.6M	Buy	514,774 +70,309	+16%	+$2.49M	0.12%	202
2022 Q4	$15.2M	Buy	444,465 +197,293	+80%	+$6.75M	0.11%	215
2022 Q3	$8.02M	Buy	247,172 +204,732	+482%	+$7.09M	0.06%	325
2022 Q2	$1.4M	Buy	42,440 +4,434	+12%	+$151K	0.01%	781
2022 Q1	$1.37M	Buy	38,006 +3,657	+11%	+$130K	0.01%	819
2021 Q4	$1.26M	Buy	34,349 +4,632	+16%	+$166K	0.01%	850
2021 Q3	$1.03M	Buy	29,717 +13,240	+80%	+$464K	0.01%	858
2021 Q2	$569K	Sell	16,477 -1,650	-9%	-$56.7K	0.01%	1099
2021 Q1	$616K	Buy	18,127 +291	+2%	+$9.71K	0.01%	935
2020 Q4	$589K	Sell	17,836 -9,920	-36%	-$318K	0.01%	900
2020 Q3	$862K	Buy	+27,756	New	+$859K	0.01%	675

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

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

AE Wealth Management increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 4.3% in Q2 2026, buying an estimated $27.1K and bringing the position to 11,233 shares worth $669K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

AE Wealth Management first reported a position in FJUL in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.6M in Q1 2023. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

AE Wealth Management held 11,233 shares of FT Vest US Equity Buffer ETF July worth $669K as of Q2 2026.
AE Wealth Management bought 466 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $27.1K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1085 holding.
AE Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2020 and has held it in 24 quarters since.
AE Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $18.6M in Q1 2023.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.