Crown Wealth Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Crown Wealth Group’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	$697K	Hold	11,699	–	–	0.18%	60
2026 Q1	$640K	Hold	11,699	–	–	0.19%	58
2025 Q4	$654K	Hold	11,699	–	–	0.18%	59
2025 Q3	$640K	Hold	11,699	–	–	0.19%	58
2025 Q2	$605K	Hold	11,699	–	–	0.23%	53
2025 Q1	$557K	Hold	11,699	–	–	0.29%	47
2024 Q4	$573K	Hold	11,699	–	–	0.23%	54
2024 Q3	$563K	Buy	+11,699	New	+$545K	0.24%	57

Other funds holding FJUL

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

FWG Investments Lexington, Kentucky $189M AUM 18.47% 1-Year Est. Return

Crown Wealth Group's FJUL Position: Q2 2026 in Review

Crown Wealth Group held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 11,699 shares worth $697K. The position accounts for 0.18% of the portfolio, ranked #60.

Crown Wealth Group first reported a position in FJUL in Q3 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Crown Wealth Group held 11,699 shares of FT Vest US Equity Buffer ETF July worth $697K as of Q2 2026.
Crown Wealth Group left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.18% of Crown Wealth Group's portfolio in Q2 2026, its #60 holding.
Crown Wealth Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.