Diligent Investors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Diligent Investors’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	$272K	Hold	4,575	–	–	0.06%	305
2026 Q1	$250K	Hold	4,575	–	–	0.06%	301
2025 Q4	$256K	Hold	4,575	–	–	0.06%	295
2025 Q3	$250K	Hold	4,575	–	–	0.06%	289
2025 Q2	$237K	Hold	4,575	–	–	0.06%	299
2025 Q1	$218K	Hold	4,575	–	–	0.05%	337
2024 Q4	$224K	Hold	4,575	–	–	0.05%	332
2024 Q3	$220K	Hold	4,575	–	–	0.05%	320
2024 Q2	$211K	Hold	4,575	–	–	0.05%	308
2024 Q1	$203K	Buy	+4,575	New	+$197K	0.05%	308

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Diligent Investors's FJUL Position: Q2 2026 in Review

Diligent Investors held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 4,575 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #305.

Diligent Investors first reported a position in FJUL in Q1 2024 and has held it in 10 quarters since. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Diligent Investors held 4,575 shares of FT Vest US Equity Buffer ETF July worth $272K as of Q2 2026.
Diligent Investors left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.06% of Diligent Investors's portfolio in Q2 2026, its #305 holding.
Diligent Investors first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and has held it in 10 quarters since.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.