Brookstone Capital Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Brookstone Capital Management’s Portfolio JULM Stock Details JULM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,099	Closed	-$286K	–	1075
2024 Q4	$286K	Hold	9,099	–	–	﹤0.01%	847
2024 Q3	$283K	Buy	+9,099	New	+$279K	﹤0.01%	856

Other funds holding JULM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Brookstone Capital Management's JULM Position: Q1 2025 in Review

Brookstone Capital Management sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q1 2025, closing a stake of 9,099 shares — an estimated $286K sold.

Brookstone Capital Management first reported a position in JULM in Q3 2024 and held it in 2 quarters. The position peaked at $286K in Q4 2024. 27 funds tracked by Wall St. Rank hold JULM as of Q1 2025.

Brookstone Capital Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q1 2025 after selling out during the quarter.
Brookstone Capital Management sold 9,099 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2025, an estimated $286K.
Brookstone Capital Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and held it in 2 quarters.
Brookstone Capital Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $286K in Q4 2024.
27 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2025.

Based on Brookstone Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.