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

Keystone 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	$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

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

Keystone Wealth Services's FJUL Position: Q1 2026 in Review

Keystone Wealth Services opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q1 2026: 66,211 shares worth $3.62M. The stake represents 0.77% of the portfolio and ranks #29 among its holdings. This is a return to the name: Keystone Wealth Services previously reported a position in FJUL as recently as Q3 2025.

Keystone Wealth Services first reported a position in FJUL in Q4 2021 and has held it in 17 quarters since. The position peaked at $4.25M in Q2 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Keystone Wealth Services held 66,211 shares of FT Vest US Equity Buffer ETF July worth $3.62M as of Q1 2026.
FT Vest US Equity Buffer ETF July was a new Keystone Wealth Services position in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.77% of Keystone Wealth Services's portfolio in Q1 2026, its #29 holding.
Keystone Wealth Services first reported a position in FT Vest US Equity Buffer ETF July in Q4 2021 and has held it in 17 quarters since.
Keystone Wealth Services's FT Vest US Equity Buffer ETF July position peaked at $4.25M in Q2 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Keystone Wealth Services's 13F filing for Q1 2026, filed 13 May 2026.