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 Q2	$3.11M	Sell	52,241 -217	-0.4%	-$12.6K	0.03%	575
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 $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Concurrent Investment Advisors's FJUL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 0.41% in Q2 2026, selling an estimated $12.6K and leaving 52,241 shares worth $3.11M. The position accounts for 0.03% of the portfolio, ranked #575.

Concurrent Investment Advisors first reported a position in FJUL in Q3 2024 and has held it in 8 quarters since. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Concurrent Investment Advisors held 52,241 shares of FT Vest US Equity Buffer ETF July worth $3.11M as of Q2 2026.
Concurrent Investment Advisors sold 217 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $12.6K.
FT Vest US Equity Buffer ETF July made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #575 holding.
Concurrent Investment Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.