Envestnet Portfolio Solutions
FJUL icon

Envestnet Portfolio Solutions’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		$961K Sell
17,559
-892
-5% -$49.9K 0.01% 648
2025
Q4 		$1.03M Buy
18,451
+1,554
+9% +$85.7K ﹤0.01% 743
2025
Q3 		$925K Buy
+16,897
New +$901K ﹤0.01% 766
2025
Q2 		– Sell
-5,021
Closed -$239K – 1571
2025
Q1 		$239K Sell
5,021
-7,338
-59% -$361K ﹤0.01% 1405
2024
Q4 		$605K Buy
12,359
+1,230
+11% +$60.1K ﹤0.01% 1138
2024
Q3 		$535K Buy
11,129
+4,984
+81% +$232K ﹤0.01% 1171
2024
Q2 		$283K Sell
6,145
-4,650
-43% -$208K ﹤0.01% 1409
2024
Q1 		$480K Buy
10,795
+1,282
+13% +$55.1K ﹤0.01% 1140
2023
Q4 		$396K Buy
9,513
+1,425
+18% +$56.4K ﹤0.01% 1149
2023
Q3 		$310K Buy
+8,088
New +$318K ﹤0.01% 1212

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return