Ferguson Shapiro’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Ferguson Shapiro’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 Q2	$297K	Sell	4,992 -1,383	-22%	-$80.6K	0.09%	70
2026 Q1	$349K	Sell	6,375 -16,869	-73%	-$943K	0.11%	55
2025 Q4	$1.3M	Sell	23,244 -377,700	-94%	-$20.8M	0.4%	29
2025 Q3	$21.9M	Buy	400,944 +2,901	+0.7%	+$155K	7.1%	4
2025 Q2	$20.6M	Buy	+398,043	New	+$19.3M	6.94%	4

Other funds holding FJUL

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ferguson Shapiro's FJUL Position: Q2 2026 in Review

Ferguson Shapiro reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 22% in Q2 2026, selling an estimated $80.6K and leaving 4,992 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #70.

Ferguson Shapiro first reported a position in FJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.9M in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Ferguson Shapiro held 4,992 shares of FT Vest US Equity Buffer ETF July worth $297K as of Q2 2026.
Ferguson Shapiro sold 1,383 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $80.6K.
FT Vest US Equity Buffer ETF July made up 0.09% of Ferguson Shapiro's portfolio in Q2 2026, its #70 holding.
Ferguson Shapiro first reported a position in FT Vest US Equity Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
Ferguson Shapiro's FT Vest US Equity Buffer ETF July position peaked at $21.9M in Q3 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Ferguson Shapiro's 13F filing for Q2 2026, filed 9 Jul 2026.