Money Concepts Capital’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Money Concepts Capital’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	$1.59M	Buy	26,676 +3,282	+14%	+$191K	0.07%	237
2026 Q1	$1.28M	Buy	23,394 +3,186	+16%	+$178K	0.07%	254
2025 Q4	$1.13M	Buy	+20,208	New	+$1.11M	0.06%	254
2023 Q1	–	Sell	-20,353	Closed	-$698K	–	1328
2022 Q4	$698K	Buy	+20,353	New	+$696K	0.03%	358
2022 Q2	–	Sell	-266	Closed	-$10K	–	1844
2022 Q1	$10K	Buy	+266	New	+$9.45K	﹤0.01%	1936

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Money Concepts Capital's FJUL Position: Q2 2026 in Review

Money Concepts Capital increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 14% in Q2 2026, buying an estimated $191K and bringing the position to 26,676 shares worth $1.59M. The position accounts for 0.07% of the portfolio, ranked #237.

Money Concepts Capital first reported a position in FJUL in Q1 2022 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Money Concepts Capital held 26,676 shares of FT Vest US Equity Buffer ETF July worth $1.59M as of Q2 2026.
Money Concepts Capital bought 3,282 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $191K.
FT Vest US Equity Buffer ETF July made up 0.07% of Money Concepts Capital's portfolio in Q2 2026, its #237 holding.
Money Concepts Capital first reported a position in FT Vest US Equity Buffer ETF July in Q1 2022 and has held it in 5 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.