Kingsview Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Kingsview Wealth Management’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	$428K	Hold	7,821	–	–	0.01%	959
2025 Q4	$437K	Sell	7,821 -811	-9%	-$44.7K	0.01%	893
2025 Q3	$472K	Sell	8,632 -18,810	-69%	-$1M	0.01%	817
2025 Q2	$1.42M	Sell	27,442 -334	-1%	-$16.2K	0.02%	497
2025 Q1	$1.32M	Sell	27,776 -1,051	-4%	-$51.6K	0.02%	476
2024 Q4	$1.41M	Sell	28,827 -835	-3%	-$40.8K	0.03%	470
2024 Q3	$1.43M	Buy	+29,662	New	+$1.38M	0.03%	451

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

Kingsview Wealth Management's FJUL Position: Q1 2026 in Review

Kingsview Wealth Management held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 7,821 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #959.

Kingsview Wealth Management first reported a position in FJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.43M in Q3 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Kingsview Wealth Management held 7,821 shares of FT Vest US Equity Buffer ETF July worth $428K as of Q1 2026.
Kingsview Wealth Management 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 Kingsview Wealth Management's portfolio in Q1 2026, its #959 holding.
Kingsview Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
Kingsview Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $1.43M in Q3 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.