MBL Wealth’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

MBL Wealth’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 Q2	$4.78M	Sell	80,208 -11,198	-12%	-$652K	0.33%	61
2026 Q1	$5M	Sell	91,406 -2,722	-3%	-$152K	0.38%	54
2025 Q4	$5.26M	Sell	94,128 -1,560	-2%	-$86.1K	0.42%	53
2025 Q3	$5.24M	Sell	95,688 -7,800	-8%	-$416K	0.46%	48
2025 Q2	$5.35M	Sell	103,488 -1,088	-1%	-$52.7K	0.51%	45
2025 Q1	$4.98M	Sell	104,576 -4,233	-4%	-$208K	0.5%	43
2024 Q4	$5.33M	Sell	108,809 -2,607	-2%	-$127K	0.53%	40
2024 Q3	$5.36M	Buy	111,416 +7,792	+8%	+$363K	0.58%	38
2024 Q2	$4.77M	Buy	103,624 +2,880	+3%	+$129K	0.53%	42
2024 Q1	$4.48M	Buy	100,744 +30,200	+43%	+$1.3M	0.51%	42
2023 Q4	$2.94M	Buy	+70,544	New	+$2.79M	0.37%	46
2023 Q2	–	Sell	-130,517	Closed	-$4.72M	–	181
2023 Q1	$4.72M	Buy	+130,517	New	+$4.63M	0.74%	32

Other funds holding FJUL

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

MBL Wealth's FJUL Position: Q2 2026 in Review

MBL Wealth reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 12% in Q2 2026, selling an estimated $652K and leaving 80,208 shares worth $4.78M. The position accounts for 0.33% of the portfolio, ranked #61.

MBL Wealth first reported a position in FJUL in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.36M in Q3 2024. 21 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

MBL Wealth held 80,208 shares of FT Vest US Equity Buffer ETF July worth $4.78M as of Q2 2026.
MBL Wealth sold 11,198 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $652K.
FT Vest US Equity Buffer ETF July made up 0.33% of MBL Wealth's portfolio in Q2 2026, its #61 holding.
MBL Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q1 2023 and has held it in 12 quarters since.
MBL Wealth's FT Vest US Equity Buffer ETF July position peaked at $5.36M in Q3 2024.
21 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.