Mutual Advisors’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Mutual Advisors’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	$554K	Sell	16,004 -1,700	-10%	-$58.3K	0.01%	891
2026 Q1	$594K	Sell	17,704 -400	-2%	-$13.5K	0.01%	801
2025 Q4	$608K	Sell	18,104 -975	-5%	-$32.5K	0.01%	782
2025 Q3	$636K	Hold	19,079	–	–	0.01%	743
2025 Q2	$625K	Hold	19,079	–	–	0.02%	681
2025 Q1	$595K	Sell	19,079 -435	-2%	-$13.7K	0.02%	644
2024 Q4	$616K	Sell	19,514 -1,000	-5%	-$31.3K	0.02%	634
2024 Q3	$640K	Buy	+20,514	New	+$630K	0.02%	625

Other funds holding JULM

GEA

Glen Eagle Advisors Kingston, New Jersey $793M AUM 21.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Mutual Advisors's JULM Position: Q2 2026 in Review

Mutual Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 9.6% in Q2 2026, selling an estimated $58.3K and leaving 16,004 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #891.

Mutual Advisors first reported a position in JULM in Q3 2024 and has held it in 8 quarters since. The position peaked at $640K in Q3 2024. 36 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Mutual Advisors held 16,004 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $554K as of Q2 2026.
Mutual Advisors sold 1,700 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $58.3K.
FT Vest U.S. Equity Max Buffer ETF - July made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #891 holding.
Mutual Advisors 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.
Mutual Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $640K in Q3 2024.
36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.