HIW
FJUL icon

Holos Integrated Wealth’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Holos Integrated Wealth’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 		$59.7K Hold
1,000
– – 0.03% 149
2026
Q1 		$55.3K Buy
+1,000
New +$55.9K 0.03% 149

Other funds holding FJUL

OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Holos Integrated Wealth's FJUL Position: Q2 2026 in Review

Holos Integrated Wealth held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 1,000 shares worth $59.7K. The position accounts for 0.03% of the portfolio, ranked #149.

Holos Integrated Wealth first reported a position in FJUL in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Holos Integrated Wealth held 1,000 shares of FT Vest US Equity Buffer ETF July worth $59.7K as of Q2 2026.
  • Holos Integrated Wealth left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF July made up 0.03% of Holos Integrated Wealth's portfolio in Q2 2026, its #149 holding.
  • Holos Integrated Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.