Clear Creek Financial Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Clear Creek Financial Management’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 Q2	$210K	Sell	6,059 -3,986	-40%	-$137K	0.01%	604
2026 Q1	$337K	Sell	10,045 -194	-2%	-$6.54K	0.03%	478
2025 Q4	$344K	Buy	10,239 +126	+1%	+$4.2K	0.03%	466
2025 Q3	$336K	Sell	10,113 -1,221	-11%	-$40.1K	0.03%	452
2025 Q2	$369K	Sell	11,334 -4,391	-28%	-$139K	0.04%	402
2025 Q1	$492K	Buy	15,725 +114	+0.7%	+$3.6K	0.05%	312
2024 Q4	$491K	Sell	15,611 -228	-1%	-$7.14K	0.05%	297
2024 Q3	$493K	Buy	+15,839	New	+$486K	0.06%	272

Other funds holding JULM

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KAS

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

Clear Creek Financial Management reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 40% in Q2 2026, selling an estimated $137K and leaving 6,059 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #604.

Clear Creek Financial Management first reported a position in JULM in Q3 2024 and has held it in 8 quarters since. The position peaked at $493K in Q3 2024. 15 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Clear Creek Financial Management held 6,059 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $210K as of Q2 2026.
Clear Creek Financial Management sold 3,986 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $137K.
FT Vest U.S. Equity Max Buffer ETF - July made up 0.01% of Clear Creek Financial Management's portfolio in Q2 2026, its #604 holding.
Clear Creek Financial Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and has held it in 8 quarters since.
Clear Creek Financial Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $493K in Q3 2024.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

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