Crusonia Wealth Advisors’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
2026
Q2
$374K Hold
10,820
0.06% 169
2026
Q1
$363K Hold
10,820
0.07% 143
2025
Q4
$364K Buy
+10,820
New +$361K 0.08% 134

Other funds holding JULM

Crusonia Wealth Advisors's JULM Position: Q2 2026 in Review

Crusonia Wealth Advisors held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q2 2026 at 10,820 shares worth $374K. The position accounts for 0.06% of the portfolio, ranked #169.

Crusonia Wealth Advisors first reported a position in JULM in Q4 2025 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

  • Crusonia Wealth Advisors held 10,820 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $374K as of Q2 2026.
  • Crusonia Wealth Advisors 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 0.06% of Crusonia Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Crusonia Wealth Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q4 2025 and has held it in 3 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 Crusonia Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.