Foundations Investment Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Foundations Investment Advisors’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	$332K	Sell	5,583 -39	-0.7%	-$2.27K	﹤0.01%	920
2026 Q1	$308K	Sell	5,622 -158	-3%	-$8.84K	﹤0.01%	895
2025 Q4	$323K	Sell	5,780 -372	-6%	-$20.5K	﹤0.01%	864
2025 Q3	$337K	Buy	6,152 +1,432	+30%	+$76.4K	﹤0.01%	805
2025 Q2	$244K	Buy	+4,720	New	+$229K	﹤0.01%	814
2024 Q1	–	Sell	-28,741	Closed	-$1.22M	–	716
2023 Q4	$1.22M	Sell	28,741 -154,174	-84%	-$6.1M	0.03%	280
2023 Q3	$7.01M	Buy	+182,915	New	+$7.18M	0.22%	90

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 22.96% 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

Foundations Investment Advisors's FJUL Position: Q2 2026 in Review

Foundations Investment Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 0.69% in Q2 2026, selling an estimated $2.27K and leaving 5,583 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Foundations Investment Advisors first reported a position in FJUL in Q3 2023 and has held it in 7 quarters since. The position peaked at $7.01M in Q3 2023. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Foundations Investment Advisors held 5,583 shares of FT Vest US Equity Buffer ETF July worth $332K as of Q2 2026.
Foundations Investment Advisors sold 39 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $2.27K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #920 holding.
Foundations Investment Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and has held it in 7 quarters since.
Foundations Investment Advisors's FT Vest US Equity Buffer ETF July position peaked at $7.01M in Q3 2023.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.