AWM
QCJL

AE Wealth Management’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

AE Wealth Management’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,606
Closed -$248K – 2803
2026
Q1 		$248K Buy
10,606
+967
+10% +$22.9K ﹤0.01% 1492
2025
Q4 		$229K Buy
9,639
+4,712
+96% +$111K ﹤0.01% 1452
2025
Q3 		$115K Buy
+4,927
New +$113K ﹤0.01% 1529

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

AE Wealth Management sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q2 2026, closing a stake of 10,606 shares — an estimated $248K sold.

AE Wealth Management first reported a position in QCJL in Q3 2025 and held it in 3 quarters. The position peaked at $248K in Q1 2026. 56 funds tracked by Wall St. Rank hold QCJL as of Q2 2026.

  • AE Wealth Management reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - July position as of Q2 2026 after selling out during the quarter.
  • AE Wealth Management sold 10,606 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q2 2026, an estimated $248K.
  • AE Wealth Management first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and held it in 3 quarters.
  • AE Wealth Management's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $248K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2026.

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