Ergawealth Advisors’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$297K Hold
8,858
0.13% 44
2025
Q4
$298K Hold
8,858
0.14% 39
2025
Q3
$294K Buy
+8,858
New +$291K 0.14% 45

Other funds holding JULM

Ergawealth Advisors's JULM Position: Q1 2026 in Review

Ergawealth Advisors held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q1 2026 at 8,858 shares worth $297K. The position accounts for 0.13% of the portfolio, ranked #44.

Ergawealth Advisors first reported a position in JULM in Q3 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

  • Ergawealth Advisors held 8,858 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $297K as of Q1 2026.
  • Ergawealth Advisors left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q1 2026.
  • FT Vest U.S. Equity Max Buffer ETF - July made up 0.13% of Ergawealth Advisors's portfolio in Q1 2026, its #44 holding.
  • Ergawealth Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2025 and has held it in 3 quarters since.
  • Ergawealth Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $298K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.