LWM
QCJL

Lionshead Wealth Management’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Lionshead Wealth Management’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.76M Sell
75,323
-3,303
-4% -$78.4K 1.3% 25
2025
Q4 		$1.87M Sell
78,626
-7,579
-9% -$178K 1.4% 24
2025
Q3 		$2.01M Sell
86,205
-14,545
-14% -$332K 1.59% 23
2025
Q2 		$2.25M Buy
+100,750
New +$2.12M 2.08% 18

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $591M AUM 16.31% 1-Year Est. Return

Lionshead Wealth Management's QCJL Position: Q1 2026 in Review

Lionshead Wealth Management reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 4.2% in Q1 2026, selling an estimated $78.4K and leaving 75,323 shares worth $1.76M. The position accounts for 1.3% of the portfolio, ranked #25.

Lionshead Wealth Management first reported a position in QCJL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.25M in Q2 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

  • Lionshead Wealth Management held 75,323 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $1.76M as of Q1 2026.
  • Lionshead Wealth Management sold 3,303 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q1 2026, an estimated $78.4K.
  • FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 1.3% of Lionshead Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Lionshead Wealth Management first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q2 2025 and has held it in 4 quarters since.
  • Lionshead Wealth Management's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $2.25M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.