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

LPL Financial’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
2026 Q1	$664K	Sell	19,795 -645	-3%	-$21.7K	﹤0.01%	4521
2025 Q4	$687K	Sell	20,440 -18	-0.1%	-$600	﹤0.01%	4425
2025 Q3	$679K	Buy	20,458 +401	+2%	+$13.2K	﹤0.01%	4369
2025 Q2	$653K	Buy	20,057 +7,570	+61%	+$240K	﹤0.01%	4144
2025 Q1	$391K	Buy	+12,487	New	+$394K	﹤0.01%	4386

Other funds holding JULM

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

GEA

Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LPL Financial's JULM Position: Q1 2026 in Review

LPL Financial reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 3.2% in Q1 2026, selling an estimated $21.7K and leaving 19,795 shares worth $664K. The position accounts for ﹤0.01% of the portfolio, ranked #4521.

LPL Financial first reported a position in JULM in Q1 2025 and has held it in 5 quarters since. The position peaked at $687K in Q4 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

LPL Financial held 19,795 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $664K as of Q1 2026.
LPL Financial sold 645 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $21.7K.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4521 holding.
LPL Financial first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q1 2025 and has held it in 5 quarters since.
LPL Financial's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $687K in Q4 2025.
38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.