Avantax Advisory Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-4,958
Closed -$236K 2387
2025
Q1
$236K Sell
4,958
-5,756
-54% -$283K ﹤0.01% 2002
2024
Q4
$525K Sell
10,714
-11,642
-52% -$569K ﹤0.01% 1410
2024
Q3
$1.08M Sell
22,356
-24,809
-53% -$1.16M 0.01% 979
2024
Q2
$2.17M Sell
47,165
-12,938
-22% -$580K 0.02% 633
2024
Q1
$2.67M Sell
60,103
-5,768
-9% -$248K 0.02% 462
2023
Q4
$2.74M Buy
65,871
+3,455
+6% +$137K 0.03% 419
2023
Q3
$2.39M Buy
62,416
+52,892
+555% +$2.08M 0.03% 415
2023
Q2
$371K Sell
9,524
-2,274
-19% -$84K ﹤0.01% 1075
2023
Q1
$427K Buy
11,798
+1,879
+19% +$66.6K 0.01% 980
2022
Q4
$340K Sell
9,919
-2,190
-18% -$74.9K ﹤0.01% 1038
2022
Q3
$393K Buy
+12,109
New +$419K 0.01% 885

Other funds holding FJUL

Avantax Advisory Services's FJUL Position: Q2 2025 in Review

Avantax Advisory Services sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 4,958 shares — an estimated $236K sold.

Avantax Advisory Services first reported a position in FJUL in Q3 2022 and held it in 11 quarters. The position peaked at $2.74M in Q4 2023. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

  • Avantax Advisory Services reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 4,958 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $236K.
  • Avantax Advisory Services first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 11 quarters.
  • Avantax Advisory Services's FT Vest US Equity Buffer ETF July position peaked at $2.74M in Q4 2023.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.