Legacy Wealth Management (Idaho)’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Legacy Wealth Management (Idaho)’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 Q2	–	Sell	-175	Closed	-$9.58K	–	454
2026 Q1	$9.58K	Hold	175	–	–	﹤0.01%	498
2025 Q4	$9.79K	Sell	175 -16,821	-99%	-$928K	﹤0.01%	429
2025 Q3	$930K	Buy	+16,996	New	+$907K	0.42%	50

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FJUL Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026, closing a stake of 175 shares — an estimated $9.58K sold.

Legacy Wealth Management (Idaho) first reported a position in FJUL in Q3 2025 and held it in 3 quarters. The position peaked at $930K in Q3 2025. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 175 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $9.58K.
Legacy Wealth Management (Idaho) first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and held it in 3 quarters.
Legacy Wealth Management (Idaho)'s FT Vest US Equity Buffer ETF July position peaked at $930K in Q3 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.