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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Mutual Advisors's JULM Position: Q1 2026 in Review

Mutual Advisors reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 2.2% in Q1 2026, selling an estimated $13.5K and leaving 17,704 shares worth $594K. The position accounts for 0.01% of the portfolio, ranked #801.

Mutual Advisors first reported a position in JULM in Q3 2024 and has held it in 7 quarters since. The position peaked at $640K in Q3 2024. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

  • Mutual Advisors held 17,704 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $594K as of Q1 2026.
  • Mutual Advisors sold 400 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $13.5K.
  • FT Vest U.S. Equity Max Buffer ETF - July made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #801 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 7 quarters since.
  • Mutual Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $640K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.