Creekmur Asset Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27.4K Hold
825
﹤0.01% 400
2025
Q2
$26.9K Hold
825
﹤0.01% 408
2025
Q1
$25.8K Sell
825
-875
-51% -$27.6K 0.01% 379
2024
Q4
$53.4K Sell
1,700
-2,714
-61% -$85K 0.01% 223
2024
Q3
$137K Buy
+4,414
New +$136K 0.03% 134

Other funds holding JULM

Creekmur Asset Management's JULM Position: Q3 2025 in Review

Creekmur Asset Management held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q3 2025 at 825 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Creekmur Asset Management first reported a position in JULM in Q3 2024 and has held it in 5 quarters since. The position peaked at $137K in Q3 2024. 36 funds tracked by Wall St. Rank hold JULM as of Q3 2025.

  • Creekmur Asset Management held 825 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $27.4K as of Q3 2025.
  • Creekmur Asset Management left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q3 2025.
  • FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #400 holding.
  • Creekmur Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and has held it in 5 quarters since.
  • Creekmur Asset Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $137K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.