Foguth Wealth Management’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Foguth Wealth Management’s Portfolio JULM Stock Details JULM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$204K	Sell	5,890 -115	-2%	-$3.94K	0.02%	208
2026 Q1	$207K	Sell	6,005 -219	-4%	-$7.38K	0.02%	206
2025 Q4	$209K	Buy	+6,224	New	+$208K	0.03%	164
2025 Q2	$212K	Sell	6,511 -5,805	-47%	-$184K	0.05%	131
2025 Q1	$385K	Sell	12,316 -141	-1%	-$4.45K	0.09%	97
2024 Q4	$395K	Buy	12,457 +2,585	+26%	+$80.9K	0.1%	95
2024 Q3	$307K	Buy	+9,872	New	+$303K	0.11%	100

Other funds holding JULM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Foguth Wealth Management's JULM Position: Q2 2026 in Review

Foguth Wealth Management reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 1.9% in Q2 2026, selling an estimated $3.94K and leaving 5,890 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #208.

Foguth Wealth Management first reported a position in JULM in Q3 2024 and has held it in 7 quarters since. The position peaked at $395K in Q4 2024. 15 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Foguth Wealth Management held 5,890 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $204K as of Q2 2026.
Foguth Wealth Management sold 115 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $3.94K.
FT Vest U.S. Equity Max Buffer ETF - July made up 0.02% of Foguth Wealth Management's portfolio in Q2 2026, its #208 holding.
Foguth Wealth Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and has held it in 7 quarters since.
Foguth Wealth Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $395K in Q4 2024.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.