Castleview Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Castleview Partners’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
2025 Q1	–	Sell	-2,950	Closed	-$144K	–	306
2024 Q4	$144K	Hold	2,950	–	–	0.08%	221
2024 Q3	$142K	Hold	2,950	–	–	0.08%	197
2024 Q2	$136K	Hold	2,950	–	–	0.08%	208
2024 Q1	$131K	Hold	2,950	–	–	0.07%	227
2023 Q4	$123K	Hold	2,950	–	–	0.09%	186
2023 Q3	$113K	Hold	2,950	–	–	0.1%	163
2023 Q2	$115K	Hold	2,950	–	–	0.1%	171
2023 Q1	$107K	Hold	2,950	–	–	0.09%	174
2022 Q4	$101K	Hold	2,950	–	–	0.1%	159
2022 Q3	$96K	Buy	+2,950	New	+$102K	0.09%	172

Other funds holding FJUL

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

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

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

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

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

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

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

Castleview Partners's FJUL Position: Q1 2025 in Review

Castleview Partners sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2025, closing a stake of 2,950 shares — an estimated $144K sold.

Castleview Partners first reported a position in FJUL in Q3 2022 and held it in 10 quarters. The position peaked at $144K in Q4 2024. 143 funds tracked by Wall St. Rank hold FJUL as of Q1 2025.

Castleview Partners reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 2,950 FT Vest US Equity Buffer ETF July shares in Q1 2025, an estimated $144K.
Castleview Partners first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 10 quarters.
Castleview Partners's FT Vest US Equity Buffer ETF July position peaked at $144K in Q4 2024.
143 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.