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
Q2
$307K Hold
8,858
0.12% 42
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: Q2 2026 in Review

Ergawealth Advisors held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q2 2026 at 8,858 shares worth $307K. The position accounts for 0.12% of the portfolio, ranked #42.

Ergawealth Advisors first reported a position in JULM in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

  • Ergawealth Advisors held 8,858 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $307K as of Q2 2026.
  • Ergawealth Advisors left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - July made up 0.12% of Ergawealth Advisors's portfolio in Q2 2026, its #42 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 4 quarters since.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.