Cetera Investment Advisers’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Cetera Investment Advisers’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	$477K	Hold	14,225	–	–	﹤0.01%	3554
2025 Q4	$478K	Buy	14,225 +1,973	+16%	+$65.8K	﹤0.01%	3479
2025 Q3	$407K	Buy	12,252 +2,645	+28%	+$86.9K	﹤0.01%	3543
2025 Q2	$313K	Hold	9,607	–	–	﹤0.01%	3359
2025 Q1	$301K	Sell	9,607 -12,437	-56%	-$393K	﹤0.01%	3265
2024 Q4	$693K	Buy	22,044 +800	+4%	+$25K	﹤0.01%	2429
2024 Q3	$662K	Buy	+21,244	New	+$652K	﹤0.01%	2421

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

AWA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Investment Advisers's JULM Position: Q1 2026 in Review

Cetera Investment Advisers held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q1 2026 at 14,225 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #3554.

Cetera Investment Advisers first reported a position in JULM in Q3 2024 and has held it in 7 quarters since. The position peaked at $693K in Q4 2024. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

Cetera Investment Advisers held 14,225 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $477K as of Q1 2026.
Cetera Investment Advisers 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 Cetera Investment Advisers's portfolio in Q1 2026, its #3554 holding.
Cetera Investment Advisers 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.
Cetera Investment Advisers's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $693K in Q4 2024.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.