MFS
JULM

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

Madrona Financial Services’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 		$386K Hold
11,162
– – 0.07% 85
2026
Q1 		$375K Hold
11,162
– – 0.08% 76
2025
Q4 		$375K Hold
11,162
– – 0.08% 80
2025
Q3 		$371K Buy
11,162
+4,582
+70% +$151K 0.08% 73
2025
Q2 		$214K Hold
6,580
– – 0.05% 104
2025
Q1 		$206K Hold
6,580
– – 0.06% 104
2024
Q4 		$207K Hold
6,580
– – 0.06% 106
2024
Q3 		$205K Buy
+6,580
New +$202K 0.06% 107

Other funds holding JULM

SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return
CWA
Crusonia Wealth Advisors Denver, Colorado $609M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

Madrona Financial Services's JULM Position: Q2 2026 in Review

Madrona Financial Services held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q2 2026 at 11,162 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #85.

Madrona Financial Services first reported a position in JULM in Q3 2024 and has held it in 8 quarters since. 14 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

  • Madrona Financial Services held 11,162 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $386K as of Q2 2026.
  • Madrona Financial Services left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q2 2026.
  • FT Vest U.S. Equity Max Buffer ETF - July made up 0.07% of Madrona Financial Services's portfolio in Q2 2026, its #85 holding.
  • Madrona Financial Services first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and has held it in 8 quarters since.
  • 14 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.