Janney Montgomery Scott’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Janney Montgomery Scott’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	$3.3M	Buy	+55,353	New	+$3.22M	0.01%	1204
2026 Q1	–	Sell	-59,272	Closed	-$3.31M	–	2849
2025 Q4	$3.31M	Sell	59,272 -1,701	-3%	-$93.8K	0.01%	1097
2025 Q3	$3.34M	Buy	60,973 +5,905	+11%	+$315K	0.01%	1068
2025 Q2	$2.85M	Buy	55,068 +736	+1%	+$35.7K	0.01%	1050
2025 Q1	$2.59M	Buy	54,332 +1,118	+2%	+$54.9K	0.01%	1058
2024 Q4	$2.61M	Sell	53,214 -2,348	-4%	-$115K	0.01%	1039
2024 Q3	$2.67M	Buy	55,562 +10,279	+23%	+$479K	0.01%	999
2024 Q2	$2.09M	Sell	45,283 -1,095	-2%	-$49.1K	0.01%	1086
2024 Q1	$2.06M	Sell	46,378 -1,408	-3%	-$60.5K	0.01%	1148
2023 Q4	$1.99M	Buy	47,786 +3,553	+8%	+$141K	0.01%	1106
2023 Q3	$1.7M	Buy	44,233 +36,049	+440%	+$1.42M	0.01%	1087
2023 Q2	$319K	Sell	8,184 -894	-10%	-$33K	﹤0.01%	2189
2023 Q1	$328K	Sell	9,078 -881	-9%	-$31.2K	﹤0.01%	1994
2022 Q4	$342K	Hold	9,959	–	–	﹤0.01%	2023
2022 Q3	$323K	Buy	9,959 +3,670	+58%	+$127K	﹤0.01%	1958
2022 Q2	$209K	Sell	6,289 -33,232	-84%	-$1.13M	﹤0.01%	2121
2022 Q1	$1.43M	Buy	+39,521	New	+$1.4M	0.01%	1075

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

Janney Montgomery Scott's FJUL Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026: 55,353 shares worth $3.3M. The stake represents 0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in FJUL as recently as Q4 2025.

Janney Montgomery Scott first reported a position in FJUL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.34M in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Janney Montgomery Scott held 55,353 shares of FT Vest US Equity Buffer ETF July worth $3.3M as of Q2 2026.
FT Vest US Equity Buffer ETF July was a new Janney Montgomery Scott position in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1204 holding.
Janney Montgomery Scott first reported a position in FT Vest US Equity Buffer ETF July in Q1 2022 and has held it in 17 quarters since.
Janney Montgomery Scott's FT Vest US Equity Buffer ETF July position peaked at $3.34M in Q3 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.