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 Q3	$716K	Hold	11,699	–	–	0.18%	66
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 $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Crown Wealth Group's FJUL Position: Q3 2026 in Review

Crown Wealth Group held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q3 2026 at 11,699 shares worth $716K. The position accounts for 0.18% of the portfolio, ranked #66.

Crown Wealth Group first reported a position in FJUL in Q3 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

Crown Wealth Group held 11,699 shares of FT Vest US Equity Buffer ETF July worth $716K as of Q3 2026.
Crown Wealth Group left its FT Vest US Equity Buffer ETF July share count unchanged in Q3 2026.
FT Vest US Equity Buffer ETF July made up 0.18% of Crown Wealth Group's portfolio in Q3 2026, its #66 holding.
Crown Wealth Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 9 quarters since.
86 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.