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SACKS & ASSOCIATES, LLC’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

SACKS & ASSOCIATES, LLC’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 		– Sell
-103,582
Closed -$5.67M – 81
2026
Q1 		$5.67M Sell
103,582
-1,113
-1% -$62.2K 4.21% 5
2025
Q4 		$5.85M Buy
+104,695
New +$5.78M 4.3% 5

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OBWG
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KAS
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Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return

SACKS & ASSOCIATES, LLC's FJUL Position: Q2 2026 in Review

SACKS & ASSOCIATES, LLC sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026, closing a stake of 103,582 shares — an estimated $5.67M sold.

SACKS & ASSOCIATES, LLC first reported a position in FJUL in Q4 2025 and held it in 2 quarters. The position peaked at $5.85M in Q4 2025. 87 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • SACKS & ASSOCIATES, LLC reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • SACKS & ASSOCIATES, LLC sold 103,582 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $5.67M.
  • SACKS & ASSOCIATES, LLC first reported a position in FT Vest US Equity Buffer ETF July in Q4 2025 and held it in 2 quarters.
  • SACKS & ASSOCIATES, LLC's FT Vest US Equity Buffer ETF July position peaked at $5.85M in Q4 2025.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on SACKS & ASSOCIATES, LLC's 13F filing for Q2 2026, filed 5 Aug 2026.