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

Capital Analysts LLC’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
2026 Q3	$86.4K	Hold	2,471	–	–	﹤0.01%	888
2026 Q2	$85.5K	Hold	2,471	–	–	﹤0.01%	882
2026 Q1	$82.9K	Hold	2,471	–	–	﹤0.01%	842
2025 Q4	$83K	Hold	2,471	–	–	﹤0.01%	814
2025 Q3	$82K	Hold	2,471	–	–	﹤0.01%	776
2025 Q2	$80.4K	Hold	2,471	–	–	﹤0.01%	719
2025 Q1	$77.3K	Hold	2,471	–	–	﹤0.01%	699
2024 Q4	$77.7K	Hold	2,471	–	–	﹤0.01%	667
2024 Q3	$77K	Buy	+2,471	New	+$75.9K	﹤0.01%	638

Other funds holding JULM

Maia Wealth Denver, Colorado $726M AUM 17.08% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Capital Analysts LLC's JULM Position: Q3 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q3 2026 at 2,471 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Capital Analysts LLC first reported a position in JULM in Q3 2024 and has held it in 9 quarters since. 30 funds tracked by Wall St. Rank hold JULM as of Q3 2026.

Capital Analysts LLC held 2,471 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $86.4K as of Q3 2026.
Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q3 2026.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Capital Analysts LLC's portfolio in Q3 2026, its #888 holding.
Capital Analysts LLC first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and has held it in 9 quarters since.
30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q3 2026.

Based on Capital Analysts LLC's 13F filing for Q3 2026, filed 13 Nov 2026.