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Nova Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Nova Wealth Management’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
Q1 		– Sell
-150
Closed -$8.39K – 577
2025
Q4 		$8.39K Hold
150
– – 0.01% 367
2025
Q3 		$8.21K Buy
+150
New +$8K 0.01% 367

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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nova Wealth Management's FJUL Position: Q1 2026 in Review

Nova Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2026, closing a stake of 150 shares — an estimated $8.39K sold.

Nova Wealth Management first reported a position in FJUL in Q3 2025 and held it in 2 quarters. The position peaked at $8.39K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Nova Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 150 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $8.39K.
  • Nova Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • Nova Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $8.39K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.