Envestnet Asset Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Envestnet Asset Management’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	$12.8M	Sell	214,190 -218,970	-51%	-$12.8M	﹤0.01%	1777
2026 Q1	$23.7M	Sell	433,160 -280,014	-39%	-$15.7M	0.01%	1237
2025 Q4	$39.9M	Sell	713,174 -7,239	-1%	-$399K	0.01%	850
2025 Q3	$39.4M	Buy	720,413 +586,368	+437%	+$31.3M	0.01%	874
2025 Q2	$6.94M	Sell	134,045 -362,789	-73%	-$17.6M	﹤0.01%	1985
2025 Q1	$23.7M	Buy	496,834 +8,648	+2%	+$425K	0.01%	1091
2024 Q4	$23.9M	Buy	488,186 +19,003	+4%	+$928K	0.01%	1092
2024 Q3	$22.6M	Buy	469,183 +366,763	+358%	+$17.1M	0.01%	1100
2024 Q2	$4.72M	Sell	102,420 -547,323	-84%	-$24.5M	﹤0.01%	2055
2024 Q1	$28.9M	Buy	649,743 +400,602	+161%	+$17.2M	0.01%	912
2023 Q4	$10.4M	Buy	249,141 +77,844	+45%	+$3.08M	﹤0.01%	1426
2023 Q3	$6.57M	Buy	171,297 +130,003	+315%	+$5.11M	﹤0.01%	1633
2023 Q2	$1.61M	Buy	41,294 +15,451	+60%	+$571K	﹤0.01%	2417
2023 Q1	$935K	Sell	25,843 -12,470	-33%	-$442K	﹤0.01%	2722
2022 Q4	$1.31M	Sell	38,313 -19,023	-33%	-$650K	﹤0.01%	2444
2022 Q3	$1.86M	Buy	57,336 +48,571	+554%	+$1.68M	﹤0.01%	2131
2022 Q2	$290K	Buy	8,765 +1,839	+27%	+$62.7K	﹤0.01%	3377
2022 Q1	$250K	Buy	+6,926	New	+$246K	﹤0.01%	3555
2021 Q4	–	Sell	-16,429	Closed	-$569K	–	3893
2021 Q3	$569K	Sell	16,429 -541	-3%	-$19K	﹤0.01%	2894
2021 Q2	$586K	Buy	+16,970	New	+$583K	﹤0.01%	2876

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

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

OBWG

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

Envestnet Asset Management's FJUL Position: Q2 2026 in Review

Envestnet Asset Management reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 51% in Q2 2026, selling an estimated $12.8M and leaving 214,190 shares worth $12.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Envestnet Asset Management first reported a position in FJUL in Q2 2021 and has held it in 20 quarters since. The position peaked at $39.9M in Q4 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Envestnet Asset Management held 214,190 shares of FT Vest US Equity Buffer ETF July worth $12.8M as of Q2 2026.
Envestnet Asset Management sold 218,970 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $12.8M.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1777 holding.
Envestnet Asset Management first reported a position in FT Vest US Equity Buffer ETF July in Q2 2021 and has held it in 20 quarters since.
Envestnet Asset Management's FT Vest US Equity Buffer ETF July position peaked at $39.9M in Q4 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.