Envestnet Asset Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Envestnet Asset Management’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	$301K	Hold	8,706	–	–	﹤0.01%	4422
2026 Q1	$292K	Hold	8,706	–	–	﹤0.01%	4295
2025 Q4	$293K	Buy	8,706 +254	+3%	+$8.47K	﹤0.01%	4054
2025 Q3	$281K	Buy	8,452 +121	+1%	+$3.98K	﹤0.01%	4123
2025 Q2	$271K	Sell	8,331 -11	-0.1%	-$348	﹤0.01%	4083
2025 Q1	$261K	Sell	8,342 -2,566	-24%	-$81K	﹤0.01%	3999
2024 Q4	$343K	Buy	+10,908	New	+$342K	﹤0.01%	3824

Other funds holding JULM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

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

Envestnet Asset Management held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q2 2026 at 8,706 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #4422.

Envestnet Asset Management first reported a position in JULM in Q4 2024 and has held it in 7 quarters since. The position peaked at $343K in Q4 2024. 15 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Envestnet Asset Management held 8,706 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $301K as of Q2 2026.
Envestnet Asset Management 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 ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4422 holding.
Envestnet Asset Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q4 2024 and has held it in 7 quarters since.
Envestnet Asset Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $343K in Q4 2024.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

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