LM Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$713K Buy
12,000
+11,354
+1,758% +$661K 0.08% 136
2026
Q1
$12K Sell
646
-25
-4% -$1.4K 0.19% 92
2025
Q4
$12K Sell
671
-11,329
-94% -$625K 0.22% 84
2025
Q3
$657K Hold
12,000
0.09% 115
2025
Q2
$621K Hold
12,000
0.08% 109
2025
Q1
$572K Hold
12,000
0.1% 144
2024
Q4
$588K Hold
12,000
0.11% 126
2024
Q3
$577K Hold
12,000
0.12% 110
2024
Q2
$553K Hold
12,000
﹤0.01% 124
2024
Q1
$533K Hold
12,000
0.08% 134
2023
Q4
$499K Buy
+12,000
New +$475K 0.1% 118

Other funds holding FJUL

LM Advisors's FJUL Position: Q2 2026 in Review

LM Advisors increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 1,758% in Q2 2026, buying an estimated $661K and bringing the position to 12,000 shares worth $713K. The position accounts for 0.08% of the portfolio, ranked #136.

LM Advisors first reported a position in FJUL in Q4 2023 and has held it in 11 quarters since. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • LM Advisors held 12,000 shares of FT Vest US Equity Buffer ETF July worth $713K as of Q2 2026.
  • LM Advisors bought 11,354 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $661K.
  • FT Vest US Equity Buffer ETF July made up 0.08% of LM Advisors's portfolio in Q2 2026, its #136 holding.
  • LM Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.