Aurora Private Wealth’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Aurora Private Wealth’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 Q2	$1.33M	Sell	22,339 -10,700	-32%	-$623K	0.84%	31
2026 Q1	$1.85M	Sell	33,039 -5,044	-13%	-$282K	1.31%	16
2025 Q4	$2.12M	Buy	+38,083	New	+$2.1M	1.39%	20
2025 Q2	$1.71M	Hold	33,120	–	–	1.27%	20
2025 Q1	$1.58M	Sell	33,120 -810	-2%	-$39.8K	1.26%	18
2024 Q4	$1.66M	Buy	33,930 +275	+0.8%	+$13.4K	1.24%	21
2024 Q3	$1.62M	Buy	33,655 +16,869	+100%	+$786K	1.27%	17
2024 Q2	$773K	Sell	16,786 -5,205	-24%	-$233K	0.68%	41
2024 Q1	$977K	Sell	21,991 -45	-0.2%	-$1.93K	0.84%	33
2023 Q4	$917K	Buy	22,036 +805	+4%	+$31.8K	0.86%	30
2023 Q3	$814K	Buy	21,231 +429	+2%	+$16.8K	0.9%	31
2023 Q2	$811K	Sell	20,802 -185	-0.9%	-$6.83K	0.92%	33
2023 Q1	$759K	Hold	20,987	–	–	0.81%	34
2022 Q4	$720K	Sell	20,987 -4,234	-17%	-$145K	0.82%	33
2022 Q3	$818K	Buy	25,221 +810	+3%	+$28K	0.38%	42
2022 Q2	$808K	Buy	24,411 +4,803	+24%	+$164K	0.36%	51
2022 Q1	$708K	Sell	19,608 -1	-0%	-$36	0.29%	63
2021 Q4	$717K	Hold	19,609	–	–	0.31%	59
2021 Q3	$679K	Buy	+19,609	New	+$687K	0.28%	72

Other funds holding FJUL

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

SAM

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Aurora Private Wealth's FJUL Position: Q2 2026 in Review

Aurora Private Wealth reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 32% in Q2 2026, selling an estimated $623K and leaving 22,339 shares worth $1.33M. The position accounts for 0.84% of the portfolio, ranked #31.

Aurora Private Wealth first reported a position in FJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q4 2025. 43 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Aurora Private Wealth held 22,339 shares of FT Vest US Equity Buffer ETF July worth $1.33M as of Q2 2026.
Aurora Private Wealth sold 10,700 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $623K.
FT Vest US Equity Buffer ETF July made up 0.84% of Aurora Private Wealth's portfolio in Q2 2026, its #31 holding.
Aurora Private Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Aurora Private Wealth's FT Vest US Equity Buffer ETF July position peaked at $2.12M in Q4 2025.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.