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

Integrated Wealth Concepts’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	$56K	Buy	+942	New	+$54.9K	﹤0.01%	3273
2026 Q1	–	Sell	-3,962	Closed	-$222K	–	2301
2025 Q4	$222K	Sell	3,962 -1	-0%	-$55	﹤0.01%	1466
2025 Q3	$217K	Buy	+3,963	New	+$211K	﹤0.01%	1813
2023 Q3	–	Sell	-6,883	Closed	-$268K	–	1575
2023 Q2	$268K	Hold	6,883	–	–	﹤0.01%	1280
2023 Q1	$249K	Sell	6,883 -333	-5%	-$11.8K	0.01%	1143
2022 Q4	$248K	Sell	7,216 -1,181	-14%	-$40.4K	0.01%	876
2022 Q3	$272K	Sell	8,397 -1,346	-14%	-$46.6K	0.01%	763
2022 Q2	$322K	Hold	9,743	–	–	0.01%	735
2022 Q1	$352K	Sell	9,743 -29,834	-75%	-$1.06M	0.01%	688
2021 Q4	$1.45M	Hold	39,577	–	–	0.04%	325
2021 Q3	$1.37M	Buy	+39,577	New	+$1.39M	0.04%	317

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

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

Integrated Wealth Concepts opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026: 942 shares worth $56K. The stake represents ﹤0.01% of the portfolio and ranks #3273 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in FJUL as recently as Q4 2025.

Integrated Wealth Concepts first reported a position in FJUL in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.45M in Q4 2021. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Integrated Wealth Concepts held 942 shares of FT Vest US Equity Buffer ETF July worth $56K as of Q2 2026.
FT Vest US Equity Buffer ETF July was a new Integrated Wealth Concepts position in Q2 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3273 holding.
Integrated Wealth Concepts first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 11 quarters since.
Integrated Wealth Concepts's FT Vest US Equity Buffer ETF July position peaked at $1.45M in Q4 2021.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.