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 Q1	$83K	Hold	2,471	–	–	﹤0.01%	841
2025 Q4	$83K	Hold	2,471	–	–	﹤0.01%	813
2025 Q3	$82K	Hold	2,471	–	–	﹤0.01%	780
2025 Q2	$80K	Hold	2,471	–	–	﹤0.01%	720
2025 Q1	$77K	Hold	2,471	–	–	﹤0.01%	703
2024 Q4	$78K	Hold	2,471	–	–	﹤0.01%	668
2024 Q3	$77K	Buy	+2,471	New	+$75.9K	﹤0.01%	641

Other funds holding JULM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GEA

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

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

Capital Analysts LLC's JULM Position: Q1 2026 in Review

Capital Analysts LLC held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q1 2026 at 2,471 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Capital Analysts LLC first reported a position in JULM in Q3 2024 and has held it in 7 quarters since. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

Capital Analysts LLC held 2,471 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $83K as of Q1 2026.
Capital Analysts LLC left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q1 2026.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #841 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 7 quarters since.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.