BAM Wealth Management’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
2026
Q1
Sell
-80,111
Closed -$4.48M 168
2025
Q4
$4.48M Sell
80,111
-10,254
-11% -$566K 3.24% 7
2025
Q3
$4.95M Buy
+90,365
New +$4.82M 3.83% 4

Other funds holding FJUL

BAM Wealth Management's FJUL Position: Q1 2026 in Review

BAM Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2026, closing a stake of 80,111 shares — an estimated $4.48M sold.

BAM Wealth Management first reported a position in FJUL in Q3 2025 and held it in 2 quarters. The position peaked at $4.95M in Q3 2025. 149 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • BAM Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • BAM Wealth Management sold 80,111 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $4.48M.
  • BAM Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • BAM Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $4.95M in Q3 2025.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on BAM Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.