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

IFP 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
2026 Q2	$454K	Buy	13,120 +6,560	+100%	+$225K	0.01%	1090
2026 Q1	$220K	Hold	6,560	–	–	﹤0.01%	1341
2025 Q4	$220K	Hold	6,560	–	–	﹤0.01%	1326
2025 Q3	$218K	Hold	6,560	–	–	0.01%	1242
2025 Q2	$213K	Hold	6,560	–	–	0.01%	1245
2025 Q1	$205K	Hold	6,560	–	–	0.01%	1163
2024 Q4	$206K	Hold	6,560	–	–	0.01%	1116
2024 Q3	$204K	Buy	+6,560	New	+$201K	0.01%	1078

Other funds holding JULM

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

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

KAS

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

IFP Advisors's JULM Position: Q2 2026 in Review

IFP Advisors increased its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 100% in Q2 2026, buying an estimated $225K and bringing the position to 13,120 shares worth $454K. The position accounts for 0.01% of the portfolio, ranked #1090.

IFP Advisors first reported a position in JULM in Q3 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

IFP Advisors held 13,120 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $454K as of Q2 2026.
IFP Advisors bought 6,560 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $225K.
FT Vest U.S. Equity Max Buffer ETF - July made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1090 holding.
IFP Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and has held it in 8 quarters since.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.