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

Benson 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
Q1 		– Sell
-236
Closed -$13.2K – 366
2025
Q4 		$13.2K Buy
+236
New +$13K 0.01% 135

Other funds holding FJUL

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Benson Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2026, closing a stake of 236 shares — an estimated $13.2K sold.

Benson Wealth Management first reported a position in FJUL in Q4 2025 and held it in 1 quarter. The position peaked at $13.2K in Q4 2025. 149 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Benson Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Benson Wealth Management sold 236 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $13.2K.
  • Benson Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q4 2025 and held it in 1 quarter.
  • Benson Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $13.2K in Q4 2025.
  • 149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Benson Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.