AE Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

AE Wealth Management’s Portfolio JULM Stock Details JULM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$329K	Sell	9,502 -335	-3%	-$11.5K	﹤0.01%	1441
2026 Q1	$330K	Sell	9,837 -60	-0.6%	-$2.02K	﹤0.01%	1325
2025 Q4	$333K	Hold	9,897	–	–	﹤0.01%	1261
2025 Q3	$329K	Buy	+9,897	New	+$325K	﹤0.01%	1148
2025 Q1	–	Sell	-2,900	Closed	-$91.1K	–	2301
2024 Q4	$91.1K	Buy	+2,900	New	+$90.8K	﹤0.01%	1455

Other funds holding JULM

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

KAS

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

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

AE Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 3.4% in Q2 2026, selling an estimated $11.5K and leaving 9,502 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

AE Wealth Management first reported a position in JULM in Q4 2024 and has held it in 5 quarters since. The position peaked at $333K in Q4 2025. 36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

AE Wealth Management held 9,502 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $329K as of Q2 2026.
AE Wealth Management sold 335 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $11.5K.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1441 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 5 quarters since.
AE Wealth Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $333K in Q4 2025.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

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