Blue Bell Private Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
Other funds holding FJUL
RFG
Blue Bell Private Wealth Management's FJUL Position: Q1 2026 in Review
Blue Bell Private Wealth Management reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 6.4% in Q1 2026, selling an estimated $86.1K and leaving 22,447 shares worth $1.23M. The position accounts for 0.18% of the portfolio, ranked #92.
Blue Bell Private Wealth Management first reported a position in FJUL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.
- Blue Bell Private Wealth Management held 22,447 shares of FT Vest US Equity Buffer ETF July worth $1.23M as of Q1 2026.
- Blue Bell Private Wealth Management sold 1,540 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $86.1K.
- FT Vest US Equity Buffer ETF July made up 0.18% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #92 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 18 quarters since.
- Blue Bell Private Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $1.34M in Q4 2025.
- 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.
Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.