CAPTRUST Financial Advisors
JULM

CAPTRUST Financial Advisors’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

CAPTRUST Financial Advisors’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 		– Sell
-15,304
Closed -$514K – 3134
2025
Q4 		$514K Hold
15,304
– – ﹤0.01% 1885
2025
Q3 		$508K Buy
+15,304
New +$503K ﹤0.01% 1809

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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
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

CAPTRUST Financial Advisors's JULM Position: Q1 2026 in Review

CAPTRUST Financial Advisors sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q1 2026, closing a stake of 15,304 shares — an estimated $514K sold.

CAPTRUST Financial Advisors first reported a position in JULM in Q3 2025 and held it in 2 quarters. The position peaked at $514K in Q4 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

  • CAPTRUST Financial Advisors reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 15,304 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $514K.
  • CAPTRUST Financial Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2025 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $514K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.