BAM Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

BAM Wealth Management’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	$5.09M	Buy	+83,151	New	+$5.05M	2.75%	7
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $492M AUM 27.45% 1-Year Est. Return

BAM Wealth Management's FJUL Position: Q3 2026 in Review

BAM Wealth Management opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q3 2026: 83,151 shares worth $5.09M. The stake represents 2.75% of the portfolio and ranks #7 among its holdings. This is a return to the name: BAM Wealth Management previously reported a position in FJUL as recently as Q4 2025.

BAM Wealth Management first reported a position in FJUL in Q3 2025 and has held it in 3 quarters since. 85 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

BAM Wealth Management held 83,151 shares of FT Vest US Equity Buffer ETF July worth $5.09M as of Q3 2026.
FT Vest US Equity Buffer ETF July was a new BAM Wealth Management position in Q3 2026.
FT Vest US Equity Buffer ETF July made up 2.75% of BAM Wealth Management's portfolio in Q3 2026, its #7 holding.
BAM Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
85 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.