Bank of America
FJUL icon

Bank of America’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bank of America’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
2025
Q1 		– Sell
-1,540
Closed -$75.4K – 8379
2024
Q4 		$75.4K Hold
1,540
– – ﹤0.01% 6519
2024
Q3 		$74.1K Hold
1,540
– – ﹤0.01% 6443
2024
Q2 		$70.9K Hold
1,540
– – ﹤0.01% 6399
2024
Q1 		$68.5K Hold
1,540
– – ﹤0.01% 6407
2023
Q4 		$64.1K Hold
1,540
– – ﹤0.01% 6533
2023
Q3 		$59.1K Hold
1,540
– – ﹤0.01% 6448
2023
Q2 		$60.1K Hold
1,540
– – ﹤0.01% 6389
2023
Q1 		$55.7K Buy
+1,540
New +$54.6K ﹤0.01% 6468

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Bank of America's FJUL Position: Q1 2025 in Review

Bank of America sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2025, closing a stake of 1,540 shares — an estimated $75.4K sold.

Bank of America first reported a position in FJUL in Q1 2023 and held it in 8 quarters. The position peaked at $75.4K in Q4 2024. 142 funds tracked by Wall St. Rank hold FJUL as of Q1 2025.

  • Bank of America reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 1,540 FT Vest US Equity Buffer ETF July shares in Q1 2025, an estimated $75.4K.
  • Bank of America first reported a position in FT Vest US Equity Buffer ETF July in Q1 2023 and held it in 8 quarters.
  • Bank of America's FT Vest US Equity Buffer ETF July position peaked at $75.4K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.