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

Cresset Asset Management’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	$324K	Hold	9,371	–	–	﹤0.01%	1351
2026 Q1	$314K	Hold	9,371	–	–	﹤0.01%	1248
2025 Q4	$315K	Hold	9,371	–	–	﹤0.01%	1275
2025 Q3	$311K	Buy	+9,371	New	+$308K	﹤0.01%	1218

Other funds holding JULM

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 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

Cresset Asset Management's JULM Position: Q2 2026 in Review

Cresset Asset Management held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q2 2026 at 9,371 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Cresset Asset Management first reported a position in JULM in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Cresset Asset Management held 9,371 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $324K as of Q2 2026.
Cresset Asset Management left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1351 holding.
Cresset Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.