Avidian Wealth Enterprises’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Avidian Wealth Enterprises’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 Q3	$219K	Hold	3,581	–	–	0.01%	697
2026 Q2	$213K	Buy	+3,581	New	+$209K	0.01%	686
2026 Q1	–	Sell	-3,581	Closed	-$200K	–	682
2025 Q4	$200K	Buy	+3,581	New	+$198K	0.01%	563

Other funds holding FJUL

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LSL

Legacy Solutions LLC Kennett Square, Pennsylvania $131M AUM 12.31% 1-Year Est. Return

Avidian Wealth Enterprises's FJUL Position: Q3 2026 in Review

Avidian Wealth Enterprises held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q3 2026 at 3,581 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #697.

Avidian Wealth Enterprises first reported a position in FJUL in Q4 2025 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

Avidian Wealth Enterprises held 3,581 shares of FT Vest US Equity Buffer ETF July worth $219K as of Q3 2026.
Avidian Wealth Enterprises left its FT Vest US Equity Buffer ETF July share count unchanged in Q3 2026.
FT Vest US Equity Buffer ETF July made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #697 holding.
Avidian Wealth Enterprises first reported a position in FT Vest US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.