EP Wealth Advisors’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

EP Wealth Advisors’s Portfolio QCJL Stock Details QCJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Sell	8,235 -950	-10%	-$23.4K	﹤0.01%	1494
2026 Q1	$215K	Sell	9,185 -315	-3%	-$7.47K	﹤0.01%	1374
2025 Q4	$225K	Buy	+9,500	New	+$223K	﹤0.01%	1315
2025 Q2	$250K	Buy	+11,175	New	+$235K	﹤0.01%	1123

Other funds holding QCJL

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

EP Wealth Advisors's QCJL Position: Q2 2026 in Review

EP Wealth Advisors reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 10% in Q2 2026, selling an estimated $23.4K and leaving 8,235 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

EP Wealth Advisors first reported a position in QCJL in Q2 2025 and has held it in 4 quarters since. The position peaked at $250K in Q2 2025. 56 funds tracked by Wall St. Rank hold QCJL as of Q2 2026.

EP Wealth Advisors held 8,235 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $206K as of Q2 2026.
EP Wealth Advisors sold 950 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q2 2026, an estimated $23.4K.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1494 holding.
EP Wealth Advisors first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q2 2025 and has held it in 4 quarters since.
EP Wealth Advisors's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $250K in Q2 2025.
56 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.