Arkadios Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Arkadios Wealth 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	$283K	Hold	5,180	–	–	﹤0.01%	1385
2025 Q4	$290K	Hold	5,180	–	–	0.01%	1268
2025 Q3	$284K	Hold	5,180	–	–	0.01%	1178
2025 Q2	$268K	Hold	5,180	–	–	0.01%	1092
2025 Q1	$247K	Hold	5,180	–	–	0.01%	976
2024 Q4	$254K	Buy	+5,180	New	+$253K	0.01%	783

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

Arkadios Wealth Advisors's FJUL Position: Q1 2026 in Review

Arkadios Wealth Advisors held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 5,180 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Arkadios Wealth Advisors first reported a position in FJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Arkadios Wealth Advisors held 5,180 shares of FT Vest US Equity Buffer ETF July worth $283K as of Q1 2026.
Arkadios Wealth 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 Arkadios Wealth Advisors's portfolio in Q1 2026, its #1385 holding.
Arkadios Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Arkadios Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $290K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

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