Aptus Capital Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Aptus Capital Advisors’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 Q1	$237K	Hold	4,331	–	–	﹤0.01%	955
2025 Q4	$242K	Hold	4,331	–	–	﹤0.01%	966
2025 Q3	$237K	Hold	4,331	–	–	﹤0.01%	920
2025 Q2	$224K	Hold	4,331	–	–	﹤0.01%	911
2025 Q1	$206K	Sell	4,331 -1,194	-22%	-$58.7K	﹤0.01%	880
2024 Q4	$271K	Hold	5,525	–	–	﹤0.01%	801
2024 Q3	$266K	Sell	5,525 -75	-1%	-$3.5K	﹤0.01%	694
2024 Q2	$258K	Sell	5,600 -12	-0.2%	-$538	﹤0.01%	657
2024 Q1	$249K	Buy	5,612 +2,712	+94%	+$117K	﹤0.01%	678
2023 Q4	$121K	Hold	2,900	–	–	﹤0.01%	600
2023 Q3	$111K	Hold	2,900	–	–	﹤0.01%	613
2023 Q2	$113K	Hold	2,900	–	–	﹤0.01%	522
2023 Q1	$105K	Buy	+2,900	New	+$103K	﹤0.01%	515

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aptus Capital Advisors's FJUL Position: Q1 2026 in Review

Aptus Capital Advisors held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 4,331 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Aptus Capital Advisors first reported a position in FJUL in Q1 2023 and has held it in 13 quarters since. The position peaked at $271K in Q4 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Aptus Capital Advisors held 4,331 shares of FT Vest US Equity Buffer ETF July worth $237K as of Q1 2026.
Aptus Capital Advisors left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #955 holding.
Aptus Capital Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's FT Vest US Equity Buffer ETF July position peaked at $271K in Q4 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.