Clear Creek Financial Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Clear Creek Financial Management’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	$260K	Buy	+4,368	New	+$254K	0.02%	562
2026 Q1	–	Sell	-4,000	Closed	-$224K	–	626
2025 Q4	$224K	Hold	4,000	–	–	0.02%	539
2025 Q3	$219K	Buy	+4,000	New	+$213K	0.02%	529

Other funds holding FJUL

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Clear Creek Financial Management's FJUL Position: Q2 2026 in Review

Clear Creek Financial Management opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026: 4,368 shares worth $260K. The stake represents 0.02% of the portfolio and ranks #562 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in FJUL as recently as Q4 2025.

Clear Creek Financial Management first reported a position in FJUL in Q3 2025 and has held it in 3 quarters since. 104 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Clear Creek Financial Management held 4,368 shares of FT Vest US Equity Buffer ETF July worth $260K as of Q2 2026.
FT Vest US Equity Buffer ETF July was a new Clear Creek Financial Management position in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #562 holding.
Clear Creek Financial Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
104 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.