Cape Investment Advisory’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Cape Investment Advisory’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	$15.2K	Buy	+255	New	+$14.9K	﹤0.01%	767

Other funds holding FJUL

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return

Aurora Private Wealth Rockaway, New Jersey $158M AUM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Cape Investment Advisory's FJUL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026: 255 shares worth $15.2K. The stake represents ﹤0.01% of the portfolio and ranks #767 among its holdings.

40 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Cape Investment Advisory held 255 shares of FT Vest US Equity Buffer ETF July worth $15.2K as of Q2 2026.
FT Vest US Equity Buffer ETF July was a new Cape Investment Advisory position in Q2 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #767 holding.
40 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.