Kestra Advisory Services’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Kestra Advisory Services’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	$420K	Hold	12,148	–	–	﹤0.01%	2473
2026 Q1	$408K	Buy	12,148 +2,408	+25%	+$81.2K	﹤0.01%	2393
2025 Q4	$327K	Sell	9,740 -7,545	-44%	-$252K	﹤0.01%	2472
2025 Q3	$574K	Hold	17,285	–	–	﹤0.01%	1960
2025 Q2	$563K	Hold	17,285	–	–	﹤0.01%	1882
2025 Q1	$541K	Hold	17,285	–	–	﹤0.01%	1771
2024 Q4	$543K	Hold	17,285	–	–	﹤0.01%	1819
2024 Q3	$538K	Buy	+17,285	New	+$531K	﹤0.01%	1724

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Kestra Advisory Services's JULM Position: Q2 2026 in Review

Kestra Advisory Services held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q2 2026 at 12,148 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #2473.

Kestra Advisory Services first reported a position in JULM in Q3 2024 and has held it in 8 quarters since. The position peaked at $574K in Q3 2025. 15 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Kestra Advisory Services held 12,148 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $420K as of Q2 2026.
Kestra Advisory Services left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2473 holding.
Kestra Advisory Services 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.
Kestra Advisory Services's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $574K in Q3 2025.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.