EPG Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

EPG Wealth 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
2025 Q2	–	Sell	-5,000	Closed	-$238K	–	349
2025 Q1	$238K	Sell	5,000 -225	-4%	-$11.1K	0.07%	212
2024 Q4	$256K	Hold	5,225	–	–	0.07%	208
2024 Q3	$251K	Buy	+5,225	New	+$243K	0.06%	218
2024 Q2	–	Sell	-10,725	Closed	-$480K	–	235
2024 Q1	$477K	Hold	10,725	–	–	0.12%	173
2023 Q4	$459K	Hold	10,725	–	–	0.12%	166
2023 Q3	$411K	Buy	10,725 +10,500	+4,667%	+$412K	0.12%	163
2023 Q2	$8.78K	Hold	225	–	–	﹤0.01%	363
2023 Q1	$8.14K	Hold	225	–	–	﹤0.01%	374
2022 Q4	$7.72K	Hold	225	–	–	﹤0.01%	343
2022 Q3	$7K	Buy	+225	New	+$7.79K	﹤0.01%	347
2022 Q2	–	Sell	-225	Closed	-$8K	–	262
2022 Q1	$8K	Hold	225	–	–	﹤0.01%	361
2021 Q4	$8K	Hold	225	–	–	﹤0.01%	364
2021 Q3	$8K	Buy	+225	New	+$7.88K	﹤0.01%	338

Other funds holding FJUL

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

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

EPG Wealth Management's FJUL Position: Q2 2025 in Review

EPG Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2025, closing a stake of 5,000 shares — an estimated $238K sold.

EPG Wealth Management first reported a position in FJUL in Q3 2021 and held it in 13 quarters. The position peaked at $477K in Q1 2024. 132 funds tracked by Wall St. Rank hold FJUL as of Q2 2025.

EPG Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 5,000 FT Vest US Equity Buffer ETF July shares in Q2 2025, an estimated $238K.
EPG Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and held it in 13 quarters.
EPG Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $477K in Q1 2024.
132 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.