Blue Bell Private 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
Q2
$1.32M Sell
22,157
-290
-1% -$16.9K 0.16% 101
2026
Q1
$1.23M Sell
22,447
-1,540
-6% -$86.1K 0.18% 92
2025
Q4
$1.34M Sell
23,987
-20
-0.1% -$1.1K 0.2% 85
2025
Q3
$1.31M Sell
24,007
-341
-1% -$18.2K 0.2% 77
2025
Q2
$1.26M Sell
24,348
-394
-2% -$19.1K 0.21% 73
2025
Q1
$1.18M Sell
24,742
-52
-0.2% -$2.56K 0.22% 71
2024
Q4
$1.21M Sell
24,794
-226
-0.9% -$11K 0.23% 69
2024
Q3
$1.2M Sell
25,020
-1,323
-5% -$61.7K 0.23% 71
2024
Q2
$1.21M Sell
26,343
-738
-3% -$33.1K 0.25% 67
2024
Q1
$1.2M Sell
27,081
-168
-0.6% -$7.22K 0.26% 66
2023
Q4
$1.13M Sell
27,249
-237
-0.9% -$9.38K 0.27% 61
2023
Q3
$1.05M Buy
27,486
+7,677
+39% +$302K 0.28% 59
2023
Q2
$773K Sell
19,809
-230
-1% -$8.5K 0.2% 67
2023
Q1
$725K Sell
20,039
-85
-0.4% -$3.01K 0.22% 65
2022
Q4
$690K Buy
20,124
+310
+2% +$10.6K 0.23% 61
2022
Q3
$643K Buy
19,814
+16,079
+430% +$557K 0.23% 57
2022
Q2
$124K Hold
3,735
0.04% 140
2022
Q1
$135K Hold
3,735
0.04% 137
2021
Q4
$137K Buy
+3,735
New +$134K 0.04% 132

Other funds holding FJUL

Blue Bell Private Wealth Management's FJUL Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 1.3% in Q2 2026, selling an estimated $16.9K and leaving 22,157 shares worth $1.32M. The position accounts for 0.16% of the portfolio, ranked #101.

Blue Bell Private Wealth Management first reported a position in FJUL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Blue Bell Private Wealth Management held 22,157 shares of FT Vest US Equity Buffer ETF July worth $1.32M as of Q2 2026.
  • Blue Bell Private Wealth Management sold 290 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $16.9K.
  • FT Vest US Equity Buffer ETF July made up 0.16% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Blue Bell Private Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q4 2021 and has held it in 19 quarters since.
  • Blue Bell Private Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $1.34M in Q4 2025.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.