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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.63M Sell
61,006
-5,205
-8% -$303K 0.67% 33
2026
Q1
$3.62M Buy
+66,211
New +$3.7M 0.77% 29
2025
Q4
Sell
-77,420
Closed -$4.24M 261
2025
Q3
$4.24M Sell
77,420
-4,693
-6% -$250K 0.92% 22
2025
Q2
$4.25M Buy
82,113
+2,200
+3% +$107K 1.02% 20
2025
Q1
$3.81M Sell
79,913
-4,018
-5% -$197K 1.03% 21
2024
Q4
$4.11M Sell
83,931
-1,545
-2% -$75.5K 1.09% 21
2024
Q3
$4.11M Buy
85,476
+10,084
+13% +$470K 1.14% 18
2024
Q2
$3.47M Sell
75,392
-2,500
-3% -$112K 1.08% 19
2024
Q1
$3.46M Buy
77,892
+335
+0.4% +$14.4K 1.13% 19
2023
Q4
$3.23M Buy
77,557
+1,000
+1% +$39.6K 1.11% 20
2023
Q3
$2.94M Buy
76,557
+58,388
+321% +$2.29M 1.12% 19
2023
Q2
$709K Hold
18,169
0.26% 86
2023
Q1
$657K Hold
18,169
0.27% 88
2022
Q4
$623K Buy
18,169
+3,000
+20% +$103K 0.27% 84
2022
Q3
$492K Buy
15,169
+1,169
+8% +$40.5K 0.23% 86
2022
Q2
$463K Hold
14,000
0.21% 98
2022
Q1
$505K Hold
14,000
0.2% 96
2021
Q4
$512K Buy
+14,000
New +$502K 0.21% 93

Other funds holding FJUL

Keystone Wealth Services's FJUL Position: Q2 2026 in Review

Keystone Wealth Services reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 7.9% in Q2 2026, selling an estimated $303K and leaving 61,006 shares worth $3.63M. The position accounts for 0.67% of the portfolio, ranked #33.

Keystone Wealth Services first reported a position in FJUL in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.25M in Q2 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Keystone Wealth Services held 61,006 shares of FT Vest US Equity Buffer ETF July worth $3.63M as of Q2 2026.
  • Keystone Wealth Services sold 5,205 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $303K.
  • FT Vest US Equity Buffer ETF July made up 0.67% of Keystone Wealth Services's portfolio in Q2 2026, its #33 holding.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Buffer ETF July in Q4 2021 and has held it in 18 quarters since.
  • Keystone Wealth Services's FT Vest US Equity Buffer ETF July position peaked at $4.25M in Q2 2025.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.