Harvest Investment Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Harvest Investment Services’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	$470K	Sell	7,890 -998	-11%	-$58.1K	0.07%	242
2026 Q1	$486K	Buy	8,888 +13	+0.1%	+$727	0.09%	208
2025 Q4	$496K	Sell	8,875 -1,407	-14%	-$77.6K	0.09%	200
2025 Q3	$563K	Sell	10,282 -1,473	-13%	-$78.6K	0.11%	180
2025 Q2	$608K	Buy	11,755 +2,992	+34%	+$145K	0.14%	170
2025 Q1	$417K	Sell	8,763 -284	-3%	-$14K	0.12%	174
2024 Q4	$443K	Sell	9,047 -22,273	-71%	-$1.09M	0.11%	182
2024 Q3	$1.51M	Buy	+31,320	New	+$1.46M	0.48%	57

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

Harvest Investment Services's FJUL Position: Q2 2026 in Review

Harvest Investment Services reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 11% in Q2 2026, selling an estimated $58.1K and leaving 7,890 shares worth $470K. The position accounts for 0.07% of the portfolio, ranked #242.

Harvest Investment Services first reported a position in FJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.51M in Q3 2024. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Harvest Investment Services held 7,890 shares of FT Vest US Equity Buffer ETF July worth $470K as of Q2 2026.
Harvest Investment Services sold 998 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $58.1K.
FT Vest US Equity Buffer ETF July made up 0.07% of Harvest Investment Services's portfolio in Q2 2026, its #242 holding.
Harvest Investment Services first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
Harvest Investment Services's FT Vest US Equity Buffer ETF July position peaked at $1.51M in Q3 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

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