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Bleakley Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bleakley Financial Group’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
Q2 		$1.15M Sell
19,330
-806
-4% -$47K 0.01% 612
2026
Q1 		$1.1M Hold
20,136
– – 0.02% 504
2025
Q4 		$1.13M Sell
20,136
-1,588
-7% -$87.6K 0.02% 455
2025
Q3 		$1.19M Buy
+21,724
New +$1.16M 0.03% 379

Other funds holding FJUL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Bleakley Financial Group's FJUL Position: Q2 2026 in Review

Bleakley Financial Group reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 4% in Q2 2026, selling an estimated $47K and leaving 19,330 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #612.

Bleakley Financial Group first reported a position in FJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.19M in Q3 2025. 95 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Bleakley Financial Group held 19,330 shares of FT Vest US Equity Buffer ETF July worth $1.15M as of Q2 2026.
  • Bleakley Financial Group sold 806 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $47K.
  • FT Vest US Equity Buffer ETF July made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #612 holding.
  • Bleakley Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • Bleakley Financial Group's FT Vest US Equity Buffer ETF July position peaked at $1.19M in Q3 2025.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.