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

CoreCap 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	$812K	Buy	13,645 +331	+2%	+$19.3K	0.02%	422
2026 Q1	$729K	Sell	13,314 -92	-0.7%	-$5.14K	0.02%	431
2025 Q4	$750K	Buy	13,406 +320	+2%	+$17.7K	0.03%	429
2025 Q3	$716K	Buy	13,086 +257	+2%	+$13.7K	0.03%	438
2025 Q2	$664K	Buy	12,829 +951	+8%	+$46.1K	0.03%	436
2025 Q1	$566K	Buy	11,878 +908	+8%	+$44.6K	0.02%	453
2024 Q4	$537K	Buy	10,970 +1,246	+13%	+$60.9K	0.02%	460
2024 Q3	$468K	Buy	9,724 +903	+10%	+$42.1K	0.02%	475
2024 Q2	$406K	Buy	8,821 +1,019	+13%	+$45.7K	0.04%	247
2024 Q1	$347K	Buy	7,802 +2,873	+58%	+$123K	0.02%	476
2023 Q4	$205K	Buy	+4,929	New	+$195K	0.01%	545

Other funds holding FJUL

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

CoreCap Advisors's FJUL Position: Q2 2026 in Review

CoreCap Advisors increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.5% in Q2 2026, buying an estimated $19.3K and bringing the position to 13,645 shares worth $812K. The position accounts for 0.02% of the portfolio, ranked #422.

CoreCap Advisors first reported a position in FJUL in Q4 2023 and has held it in 11 quarters since. 21 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

CoreCap Advisors held 13,645 shares of FT Vest US Equity Buffer ETF July worth $812K as of Q2 2026.
CoreCap Advisors bought 331 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $19.3K.
FT Vest US Equity Buffer ETF July made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #422 holding.
CoreCap Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
21 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.