DFA
JULM

DHJJ Financial Advisors’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

DHJJ Financial Advisors’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 		– Sell
-370
Closed -$12.4K – 1117
2026
Q1 		$12.4K Hold
370
– – ﹤0.01% 589
2025
Q4 		$12.4K Hold
370
– – ﹤0.01% 553
2025
Q3 		$12.3K Buy
+370
New +$12.2K ﹤0.01% 538

Other funds holding JULM

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DHJJ Financial Advisors's JULM Position: Q2 2026 in Review

DHJJ Financial Advisors sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q2 2026, closing a stake of 370 shares — an estimated $12.4K sold.

DHJJ Financial Advisors first reported a position in JULM in Q3 2025 and held it in 3 quarters. The position peaked at $12.4K in Q4 2025. 16 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

  • DHJJ Financial Advisors reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q2 2026 after selling out during the quarter.
  • DHJJ Financial Advisors sold 370 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $12.4K.
  • DHJJ Financial Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2025 and held it in 3 quarters.
  • DHJJ Financial Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $12.4K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.