Foundations Investment Advisors’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Foundations Investment Advisors’s Portfolio QCJL Stock Details QCJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$562K	Buy	22,443 +129	+0.6%	+$3.18K	0.01%	743
2026 Q1	$522K	Buy	22,314 +699	+3%	+$16.6K	0.01%	708
2025 Q4	$513K	Hold	21,615	–	–	0.01%	705
2025 Q3	$503K	Hold	21,615	–	–	0.01%	649
2025 Q2	$483K	Sell	21,615 -6,825	-24%	-$144K	0.01%	593
2025 Q1	$579K	Sell	28,440 -952	-3%	-$20K	0.01%	539
2024 Q4	$617K	Sell	29,392 -200	-0.7%	-$4.16K	0.01%	504
2024 Q3	$605K	Buy	+29,592	New	+$592K	0.01%	476

Other funds holding QCJL

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

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

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Foundations Investment Advisors increased its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 0.58% in Q2 2026, buying an estimated $3.18K and bringing the position to 22,443 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #743.

Foundations Investment Advisors first reported a position in QCJL in Q3 2024 and has held it in 8 quarters since. The position peaked at $617K in Q4 2024. 56 funds tracked by Wall St. Rank hold QCJL as of Q2 2026.

Foundations Investment Advisors held 22,443 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $562K as of Q2 2026.
Foundations Investment Advisors bought 129 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q2 2026, an estimated $3.18K.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #743 holding.
Foundations Investment Advisors first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2024 and has held it in 8 quarters since.
Foundations Investment Advisors's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $617K in Q4 2024.
56 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2026.

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