Main Street Financial Solutions’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Main Street Financial Solutions’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.72M	Sell	49,643 -964	-2%	-$53.9K	0.2%	105
2025 Q4	$2.83M	Sell	50,607 -1,880	-4%	-$104K	0.21%	93
2025 Q3	$2.87M	Sell	52,487 -21,280	-29%	-$1.14M	0.18%	111
2025 Q2	$3.82M	Hold	73,767	–	–	0.28%	79
2025 Q1	$3.51M	Sell	73,767 -604	-0.8%	-$29.7K	0.31%	67
2024 Q4	$3.64M	Sell	74,371 -125	-0.2%	-$6.11K	0.36%	54
2024 Q3	$3.58M	Buy	74,496 +30	+0%	+$1.4K	0.33%	61
2024 Q2	$3.43M	Sell	74,466 -1,900	-2%	-$85.1K	0.32%	58
2024 Q1	$3.39M	Sell	76,366 -1,310	-2%	-$56.3K	0.36%	55
2023 Q4	$3.23M	Sell	77,676 -410	-0.5%	-$16.2K	0.42%	42
2023 Q3	$2.99M	Buy	78,086 +60,606	+347%	+$2.38M	0.42%	43
2023 Q2	$682K	Sell	17,480 -820	-4%	-$30.3K	0.09%	208
2023 Q1	$662K	Hold	18,300	–	–	0.1%	205
2022 Q4	$628K	Hold	18,300	–	–	0.1%	206
2022 Q3	$594K	Hold	18,300	–	–	0.1%	200
2022 Q2	$605K	Hold	18,300	–	–	0.08%	220
2022 Q1	$661K	Hold	18,300	–	–	0.1%	203
2021 Q4	$670K	Hold	18,300	–	–	0.09%	207
2021 Q3	$634K	Buy	+18,300	New	+$641K	0.1%	212

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Main Street Financial Solutions's FJUL Position: Q1 2026 in Review

Main Street Financial Solutions reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 1.9% in Q1 2026, selling an estimated $53.9K and leaving 49,643 shares worth $2.72M. The position accounts for 0.2% of the portfolio, ranked #105.

Main Street Financial Solutions first reported a position in FJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.82M in Q2 2025. 149 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Main Street Financial Solutions held 49,643 shares of FT Vest US Equity Buffer ETF July worth $2.72M as of Q1 2026.
Main Street Financial Solutions sold 964 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $53.9K.
FT Vest US Equity Buffer ETF July made up 0.2% of Main Street Financial Solutions's portfolio in Q1 2026, its #105 holding.
Main Street Financial Solutions first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Main Street Financial Solutions's FT Vest US Equity Buffer ETF July position peaked at $3.82M in Q2 2025.
149 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Main Street Financial Solutions's 13F filing for Q1 2026, filed 29 Jul 2026.