Harbour Investments’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Harbour Investments’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	$1.5M	Sell	25,220 -665	-3%	-$38.7K	0.02%	648
2026 Q1	$1.42M	Buy	25,885 +4,346	+20%	+$243K	0.02%	631
2025 Q4	$1.2M	Buy	21,539 +2,005	+10%	+$111K	0.02%	543
2025 Q3	$1.07M	Buy	19,534 +5,606	+40%	+$299K	0.02%	545
2025 Q2	$721K	Sell	13,928 -46	-0.3%	-$2.23K	0.02%	646
2025 Q1	$666K	Sell	13,974 -230	-2%	-$11.3K	0.02%	623
2024 Q4	$696K	Sell	14,204 -180	-1%	-$8.79K	0.02%	592
2024 Q3	$692K	Sell	14,384 -2,410	-14%	-$112K	0.02%	557
2024 Q2	$774K	Sell	16,794 -20,612	-55%	-$923K	0.03%	489
2024 Q1	$1.66M	Sell	37,406 -29,566	-44%	-$1.27M	0.06%	291
2023 Q4	$2.79M	Buy	66,972 +1,577	+2%	+$62.4K	0.12%	169
2023 Q3	$2.51M	Buy	65,395 +53,288	+440%	+$2.09M	0.13%	160
2023 Q2	$472K	Sell	12,107 -4,573	-27%	-$169K	0.02%	511
2023 Q1	$603K	Sell	16,680 -1,095	-6%	-$38.8K	0.03%	423
2022 Q4	$610K	Buy	17,775 +3,380	+23%	+$116K	0.04%	406
2022 Q3	$476K	Hold	14,395	–	–	0.03%	424
2022 Q2	$476K	Buy	+14,395	New	+$491K	0.03%	424
2021 Q4	$311K	Hold	8,510	–	–	0.02%	558
2021 Q3	$295K	Buy	8,510 +6,079	+250%	+$213K	0.01%	846
2021 Q2	$84K	Hold	2,431	–	–	﹤0.01%	1494
2021 Q1	$83K	Buy	+2,431	New	+$81.1K	﹤0.01%	1394

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

Harbour Investments's FJUL Position: Q2 2026 in Review

Harbour Investments reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.6% in Q2 2026, selling an estimated $38.7K and leaving 25,220 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #648.

Harbour Investments first reported a position in FJUL in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.79M in Q4 2023. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Harbour Investments held 25,220 shares of FT Vest US Equity Buffer ETF July worth $1.5M as of Q2 2026.
Harbour Investments sold 665 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $38.7K.
FT Vest US Equity Buffer ETF July made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #648 holding.
Harbour Investments first reported a position in FT Vest US Equity Buffer ETF July in Q1 2021 and has held it in 21 quarters since.
Harbour Investments's FT Vest US Equity Buffer ETF July position peaked at $2.79M in Q4 2023.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.