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 Q2	$264K	Sell	7,642 -12,153	-61%	-$417K	﹤0.01%	5553
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

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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 $5.31B AUM 25.12% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

KAS

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

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

LPL Financial's JULM Position: Q2 2026 in Review

LPL Financial reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 61% in Q2 2026, selling an estimated $417K and leaving 7,642 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #5553.

LPL Financial first reported a position in JULM in Q1 2025 and has held it in 6 quarters since. The position peaked at $687K in Q4 2025. 36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

LPL Financial held 7,642 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $264K as of Q2 2026.
LPL Financial sold 12,153 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $417K.
FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5553 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 6 quarters since.
LPL Financial's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $687K in Q4 2025.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.