Cetera Investment Advisers
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Cetera Investment Advisers’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Cetera Investment Advisers’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 		$9.74M Sell
163,531
-10,930
-6% -$637K 0.01% 1171
2026
Q1 		$9.55M Sell
174,461
-152,974
-47% -$8.55M 0.01% 1089
2025
Q4 		$18.3M Sell
327,435
-61,103
-16% -$3.37M 0.02% 713
2025
Q3 		$21.3M Buy
388,538
+235,476
+154% +$12.6M 0.02% 614
2025
Q2 		$7.92M Sell
153,062
-189,106
-55% -$9.17M 0.01% 941
2025
Q1 		$16.3M Buy
342,168
+28,888
+9% +$1.42M 0.03% 536
2024
Q4 		$15.3M Sell
313,280
-3,011
-1% -$147K 0.03% 514
2024
Q3 		$15.2M Buy
316,291
+183,929
+139% +$8.57M 0.03% 521
2024
Q2 		$6.1M Sell
132,362
-131,385
-50% -$5.89M 0.01% 897
2024
Q1 		$11.7M Buy
263,747
+153,428
+139% +$6.59M 0.03% 609
2023
Q4 		$4.59M Sell
110,319
-1,649
-1% -$65.2K 0.04% 465
2023
Q3 		$4.29M Buy
111,968
+60,409
+117% +$2.37M 0.04% 463
2023
Q2 		$2.01M Sell
51,559
-4,920
-9% -$182K 0.02% 766
2023
Q1 		$2.04M Buy
56,479
+2,986
+6% +$106K 0.02% 725
2022
Q4 		$1.84M Buy
53,493
+1,940
+4% +$66.3K 0.02% 743
2022
Q3 		$1.67M Buy
51,553
+32,504
+171% +$1.13M 0.03% 514
2022
Q2 		$630K Sell
19,049
-8,668
-31% -$296K 0.01% 986
2022
Q1 		$1M Buy
27,717
+2,104
+8% +$74.7K 0.01% 822
2021
Q4 		$937K Sell
25,613
-51
-0.2% -$1.83K 0.01% 831
2021
Q3 		$889K Buy
25,664
+13,021
+103% +$456K 0.01% 815
2021
Q2 		$437K Buy
12,643
+4,600
+57% +$158K 0.01% 1203
2021
Q1 		$273K Sell
8,043
-887
-10% -$29.6K 0.01% 1299
2020
Q4 		$295K Buy
+8,930
New +$287K 0.01% 1243

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Cetera Investment Advisers's FJUL Position: Q2 2026 in Review

Cetera Investment Advisers reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 6.3% in Q2 2026, selling an estimated $637K and leaving 163,531 shares worth $9.74M. The position accounts for 0.01% of the portfolio, ranked #1171.

Cetera Investment Advisers first reported a position in FJUL in Q4 2020 and has held it in 23 quarters since. The position peaked at $21.3M in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Cetera Investment Advisers held 163,531 shares of FT Vest US Equity Buffer ETF July worth $9.74M as of Q2 2026.
  • Cetera Investment Advisers sold 10,930 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $637K.
  • FT Vest US Equity Buffer ETF July made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1171 holding.
  • Cetera Investment Advisers first reported a position in FT Vest US Equity Buffer ETF July in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's FT Vest US Equity Buffer ETF July position peaked at $21.3M in Q3 2025.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.