Clearstead Advisors’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Clearstead Advisors’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	$3.46K	Buy	+100	New	+$3.43K	﹤0.01%	2291

Other funds holding JULM

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

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

Clearstead Advisors's JULM Position: Q2 2026 in Review

Clearstead Advisors opened a new position in FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q2 2026: 100 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #2291 among its holdings.

36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Clearstead Advisors held 100 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $3.46K as of Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - July was a new Clearstead Advisors position in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2291 holding.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.