LFG
JULM

Larson Financial Group’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Larson Financial Group’s Portfolio JULM Stock Details JULM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,644
Closed -$51.7K – 3220
2024
Q4 		$51.7K Hold
1,644
– – ﹤0.01% 894
2024
Q3 		$51.2K Buy
+1,644
New +$50.5K ﹤0.01% 905

Other funds holding JULM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM

Larson Financial Group's JULM Position: Q1 2025 in Review

Larson Financial Group sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q1 2025, closing a stake of 1,644 shares — an estimated $51.7K sold.

Larson Financial Group first reported a position in JULM in Q3 2024 and held it in 2 quarters. The position peaked at $51.7K in Q4 2024. 27 funds tracked by Wall St. Rank hold JULM as of Q1 2025.

  • Larson Financial Group reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q1 2025 after selling out during the quarter.
  • Larson Financial Group sold 1,644 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2025, an estimated $51.7K.
  • Larson Financial Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and held it in 2 quarters.
  • Larson Financial Group's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $51.7K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.