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

Commonwealth Equity Services’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	$663K	Buy	19,166 +960	+5%	+$32.9K	﹤0.01%	3069
2026 Q1	$611K	Sell	18,206 -7,610	-29%	-$256K	﹤0.01%	3035
2025 Q4	$867K	Sell	25,816 -3,514	-12%	-$117K	﹤0.01%	2707
2025 Q3	$974K	Sell	29,330 -25,905	-47%	-$851K	﹤0.01%	2607
2025 Q2	$1.8M	Sell	55,235 -314	-0.6%	-$9.94K	﹤0.01%	2063
2025 Q1	$1.74M	Sell	55,549 -14,086	-20%	-$445K	﹤0.01%	2014
2024 Q4	$2.19M	Buy	69,635 +20,811	+43%	+$652K	﹤0.01%	1801
2024 Q3	$1.52M	Buy	+48,824	New	+$1.5M	﹤0.01%	2024

Other funds holding JULM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 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

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

FNWA

Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Commonwealth Equity Services's JULM Position: Q2 2026 in Review

Commonwealth Equity Services increased its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 5.3% in Q2 2026, buying an estimated $32.9K and bringing the position to 19,166 shares worth $663K. The position accounts for ﹤0.01% of the portfolio, ranked #3069.

Commonwealth Equity Services first reported a position in JULM in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.19M in Q4 2024. 14 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Commonwealth Equity Services held 19,166 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $663K as of Q2 2026.
Commonwealth Equity Services bought 960 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $32.9K.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3069 holding.
Commonwealth Equity Services 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.
Commonwealth Equity Services's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $2.19M in Q4 2024.
14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.