Kingswood Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
Other funds holding FJUL
RFG
Kingswood Wealth Advisors's FJUL Position: Q2 2026 in Review
Kingswood Wealth Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 42% in Q2 2026, selling an estimated $301K and leaving 7,088 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #658.
Kingswood Wealth Advisors first reported a position in FJUL in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.01M in Q4 2024. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.
- Kingswood Wealth Advisors held 7,088 shares of FT Vest US Equity Buffer ETF July worth $422K as of Q2 2026.
- Kingswood Wealth Advisors sold 5,163 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $301K.
- FT Vest US Equity Buffer ETF July made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #658 holding.
- Kingswood Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and has held it in 9 quarters since.
- Kingswood Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $1.01M in Q4 2024.
- 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.