Concurrent Investment Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Concurrent Investment Advisors’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 Q1	$2.87M	Buy	52,458 +28,357	+118%	+$1.59M	0.03%	499
2025 Q4	$1.35M	Buy	24,101 +766	+3%	+$42.3K	0.02%	712
2025 Q3	$1.28M	Buy	23,335 +19,008	+439%	+$1.01M	0.02%	587
2025 Q2	$224K	Hold	4,327	–	–	﹤0.01%	1214
2025 Q1	$206K	Hold	4,327	–	–	0.01%	1111
2024 Q4	$212K	Hold	4,327	–	–	0.01%	969
2024 Q3	$208K	Buy	+4,327	New	+$202K	0.01%	932

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Concurrent Investment Advisors's FJUL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 118% in Q1 2026, buying an estimated $1.59M and bringing the position to 52,458 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #499.

Concurrent Investment Advisors first reported a position in FJUL in Q3 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Concurrent Investment Advisors held 52,458 shares of FT Vest US Equity Buffer ETF July worth $2.87M as of Q1 2026.
Concurrent Investment Advisors bought 28,357 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $1.59M.
FT Vest US Equity Buffer ETF July made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #499 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.