CIBC Private Wealth Group
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CIBC Private Wealth Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

CIBC Private Wealth Group’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
Q2 		– Sell
-255
Closed -$11.2K – 3163
2025
Q1 		$11.2K Buy
+255
New +$12.5K ﹤0.01% 2206

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return

CIBC Private Wealth Group's FJUL Position: Q2 2025 in Review

CIBC Private Wealth Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 255 shares — an estimated $11.2K sold.

CIBC Private Wealth Group first reported a position in FJUL in Q1 2025 and held it in 1 quarter. The position peaked at $11.2K in Q1 2025. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

  • CIBC Private Wealth Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 255 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $11.2K.
  • CIBC Private Wealth Group first reported a position in FT Vest US Equity Buffer ETF July in Q1 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's FT Vest US Equity Buffer ETF July position peaked at $11.2K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on CIBC Private Wealth Group's 13F filing for Q2 2025, filed 12 Aug 2025.