Buck Wealth Strategies’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Buck Wealth Strategies’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	$351K	Sell	5,891 -840	-12%	-$48.9K	0.04%	148
2026 Q1	$368K	Hold	6,731	–	–	0.05%	119
2025 Q4	$376K	Hold	6,731	–	–	0.05%	119
2025 Q3	$368K	Hold	6,731	–	–	0.05%	137
2025 Q2	$348K	Buy	+6,731	New	+$326K	0.05%	120

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Buck Wealth Strategies's FJUL Position: Q2 2026 in Review

Buck Wealth Strategies reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 12% in Q2 2026, selling an estimated $48.9K and leaving 5,891 shares worth $351K. The position accounts for 0.04% of the portfolio, ranked #148.

Buck Wealth Strategies first reported a position in FJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Buck Wealth Strategies held 5,891 shares of FT Vest US Equity Buffer ETF July worth $351K as of Q2 2026.
Buck Wealth Strategies sold 840 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $48.9K.
FT Vest US Equity Buffer ETF July made up 0.04% of Buck Wealth Strategies's portfolio in Q2 2026, its #148 holding.
Buck Wealth Strategies first reported a position in FT Vest US Equity Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
Buck Wealth Strategies's FT Vest US Equity Buffer ETF July position peaked at $376K in Q4 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.