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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions's FJUL Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 4.8% in Q1 2026, selling an estimated $49.9K and leaving 17,559 shares worth $961K. The position accounts for 0.01% of the portfolio, ranked #648.

Envestnet Portfolio Solutions first reported a position in FJUL in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.03M in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Envestnet Portfolio Solutions held 17,559 shares of FT Vest US Equity Buffer ETF July worth $961K as of Q1 2026.
Envestnet Portfolio Solutions sold 892 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $49.9K.
FT Vest US Equity Buffer ETF July made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #648 holding.
Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and has held it in 10 quarters since.
Envestnet Portfolio Solutions's FT Vest US Equity Buffer ETF July position peaked at $1.03M in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.