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

Arete Wealth Advisors’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 Q1	$437K	Hold	13,050	–	–	0.03%	287
2025 Q4	$438K	Hold	13,050	–	–	0.03%	480
2025 Q3	$433K	Hold	13,050	–	–	0.03%	488
2025 Q2	$425K	Hold	13,050	–	–	0.03%	460
2025 Q1	$408K	Hold	13,050	–	–	0.03%	446
2024 Q4	$410K	Sell	13,050 -1,500	-10%	-$47K	0.03%	469
2024 Q3	$452K	Buy	+14,550	New	+$447K	0.04%	401

Other funds holding JULM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.67B AUM 17.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

KAS

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

Arete Wealth Advisors's JULM Position: Q1 2026 in Review

Arete Wealth Advisors held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q1 2026 at 13,050 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #287.

Arete Wealth Advisors first reported a position in JULM in Q3 2024 and has held it in 7 quarters since. The position peaked at $452K in Q3 2024. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

Arete Wealth Advisors held 13,050 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $437K as of Q1 2026.
Arete Wealth Advisors left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - July made up 0.03% of Arete Wealth Advisors's portfolio in Q1 2026, its #287 holding.
Arete Wealth Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and has held it in 7 quarters since.
Arete Wealth Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $452K in Q3 2024.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.