HighTower Advisors’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

HighTower Advisors’s Portfolio JULM Stock Details JULM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-6,500	Closed	-$212K	–	4112
2025 Q2	$212K	Hold	6,500	–	–	﹤0.01%	3229
2025 Q1	$203K	Hold	6,500	–	–	﹤0.01%	3172
2024 Q4	$204K	Hold	6,500	–	–	﹤0.01%	3184
2024 Q3	$202K	Buy	+6,500	New	+$200K	﹤0.01%	3123

Other funds holding JULM

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

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

HighTower Advisors's JULM Position: Q3 2025 in Review

HighTower Advisors sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q3 2025, closing a stake of 6,500 shares — an estimated $212K sold.

HighTower Advisors first reported a position in JULM in Q3 2024 and held it in 4 quarters. The position peaked at $212K in Q2 2025. 36 funds tracked by Wall St. Rank hold JULM as of Q3 2025.

HighTower Advisors reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q3 2025 after selling out during the quarter.
HighTower Advisors sold 6,500 FT Vest U.S. Equity Max Buffer ETF - July shares in Q3 2025, an estimated $212K.
HighTower Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and held it in 4 quarters.
HighTower Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $212K in Q2 2025.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q3 2025.

Based on HighTower Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.