Kestra Private Wealth Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Kestra Private Wealth Services’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 Q1	$616K	Hold	11,255	–	–	0.01%	1096
2025 Q4	$629K	Hold	11,255	–	–	0.01%	1038
2025 Q3	$616K	Hold	11,255	–	–	0.01%	999
2025 Q2	$582K	Buy	11,255 +1,000	+10%	+$48.5K	0.01%	955
2025 Q1	$488K	Hold	10,255	–	–	0.01%	971
2024 Q4	$502K	Sell	10,255 -5,580	-35%	-$273K	0.01%	916
2024 Q3	$762K	Hold	15,835	–	–	0.01%	706
2024 Q2	$729K	Hold	15,835	–	–	0.01%	688
2024 Q1	$704K	Hold	15,835	–	–	0.02%	669
2023 Q4	$659K	Hold	15,835	–	–	0.02%	635
2023 Q3	$607K	Buy	15,835 +9,440	+148%	+$371K	0.02%	605
2023 Q2	$249K	Sell	6,395 -4,025	-39%	-$149K	0.01%	883
2023 Q1	$377K	Buy	10,420 +4,025	+63%	+$143K	0.02%	691
2022 Q4	$219K	Buy	+6,395	New	+$219K	0.01%	770

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Private Wealth Services's FJUL Position: Q1 2026 in Review

Kestra Private Wealth Services held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 11,255 shares worth $616K. The position accounts for 0.01% of the portfolio, ranked #1096.

Kestra Private Wealth Services first reported a position in FJUL in Q4 2022 and has held it in 14 quarters since. The position peaked at $762K in Q3 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Kestra Private Wealth Services held 11,255 shares of FT Vest US Equity Buffer ETF July worth $616K as of Q1 2026.
Kestra Private Wealth Services left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1096 holding.
Kestra Private Wealth Services first reported a position in FT Vest US Equity Buffer ETF July in Q4 2022 and has held it in 14 quarters since.
Kestra Private Wealth Services's FT Vest US Equity Buffer ETF July position peaked at $762K in Q3 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.