AE Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History
Bought
Maintained
Sold
Other funds holding JULM
OMC
GEA
SB
MA
AWA
AE Wealth Management's JULM Position: Q1 2026 in Review
AE Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 0.61% in Q1 2026, selling an estimated $2.02K and leaving 9,837 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.
AE Wealth Management first reported a position in JULM in Q4 2024 and has held it in 4 quarters since. The position peaked at $333K in Q4 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.
- AE Wealth Management held 9,837 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $330K as of Q1 2026.
- AE Wealth Management sold 60 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $2.02K.
- FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1325 holding.
- AE Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q4 2024 and has held it in 4 quarters since.
- AE Wealth Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $333K in Q4 2025.
- 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.