FSB Premier Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

FSB Premier Wealth Management’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 Q1	$532K	Sell	9,728 -117	-1%	-$6.54K	0.17%	132
2025 Q4	$550K	Buy	9,845 +250	+3%	+$13.8K	0.17%	130
2025 Q3	$525K	Buy	9,595 +682	+8%	+$36.4K	0.17%	129
2025 Q2	$461K	Sell	8,913 -782	-8%	-$37.9K	0.16%	136
2025 Q1	$462K	Sell	9,695 -300	-3%	-$14.7K	0.18%	127
2024 Q4	$489K	Sell	9,995 -22	-0.2%	-$1.07K	0.2%	122
2024 Q3	$482K	Buy	10,017 +2,447	+32%	+$114K	0.2%	118
2024 Q2	$349K	Sell	7,570 -5,452	-42%	-$244K	0.16%	135
2024 Q1	$579K	Buy	13,022 +261	+2%	+$11.2K	0.27%	82
2023 Q4	$531K	Sell	12,761 -176	-1%	-$6.96K	0.27%	83
2023 Q3	$496K	Sell	12,937 -2,435	-16%	-$95.6K	0.28%	83
2023 Q2	$600K	Sell	15,372 -57	-0.4%	-$2.11K	0.33%	67
2023 Q1	$558K	Sell	15,429 -3,127	-17%	-$111K	0.31%	70
2022 Q4	$637K	Buy	18,556 +121	+0.7%	+$4.14K	0.35%	61
2022 Q3	$598K	Sell	18,435 -880	-5%	-$30.5K	0.35%	60
2022 Q2	$639K	Sell	19,315 -109	-0.6%	-$3.72K	0.35%	59
2022 Q1	$675K	Sell	19,424 -1,258	-6%	-$44.7K	0.34%	61
2021 Q4	$756K	Buy	20,682 +415	+2%	+$14.9K	0.32%	55
2021 Q3	$702K	Buy	+20,267	New	+$710K	0.35%	53

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FSB Premier Wealth Management's FJUL Position: Q1 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 1.2% in Q1 2026, selling an estimated $6.54K and leaving 9,728 shares worth $532K. The position accounts for 0.17% of the portfolio, ranked #132.

FSB Premier Wealth Management first reported a position in FJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $756K in Q4 2021. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

FSB Premier Wealth Management held 9,728 shares of FT Vest US Equity Buffer ETF July worth $532K as of Q1 2026.
FSB Premier Wealth Management sold 117 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $6.54K.
FT Vest US Equity Buffer ETF July made up 0.17% of FSB Premier Wealth Management's portfolio in Q1 2026, its #132 holding.
FSB Premier Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
FSB Premier Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $756K in Q4 2021.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.