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

Norden Group’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	$415K	Hold	12,000	–	–	0.03%	436
2026 Q1	$403K	Hold	12,000	–	–	0.04%	379
2025 Q4	$403K	Hold	12,000	–	–	0.04%	388
2025 Q3	$398K	Hold	12,000	–	–	0.04%	400
2025 Q2	$391K	Hold	12,000	–	–	0.04%	399
2025 Q1	$376K	Hold	12,000	–	–	0.04%	370
2024 Q4	$377K	Hold	12,000	–	–	0.04%	372
2024 Q3	$374K	Buy	+12,000	New	+$368K	0.04%	363

Other funds holding JULM

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

KAS

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

MFS

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

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Norden Group's JULM Position: Q2 2026 in Review

Norden Group held its FT Vest U.S. Equity Max Buffer ETF - July (JULM) position steady in Q2 2026 at 12,000 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #436.

Norden Group first reported a position in JULM in Q3 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Norden Group held 12,000 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $415K as of Q2 2026.
Norden Group left its FT Vest U.S. Equity Max Buffer ETF - July share count unchanged in Q2 2026.
FT Vest U.S. Equity Max Buffer ETF - July made up 0.03% of Norden Group's portfolio in Q2 2026, its #436 holding.
Norden Group 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.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.