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Novem Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Novem Group’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
-96,343
Closed -$5.39M – 455
2025
Q4 		$5.39M Sell
96,343
-485
-0.5% -$26.8K 0.62% 32
2025
Q3 		$5.3M Buy
96,828
+7,625
+9% +$407K 0.62% 32
2025
Q2 		$4.62M Sell
89,203
-400
-0.4% -$19.4K 0.58% 34
2025
Q1 		$4.27M Sell
89,603
-8,745
-9% -$430K 0.6% 38
2024
Q4 		$4.82M Buy
+98,348
New +$4.8M 0.7% 32

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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

Novem Group's FJUL Position: Q1 2026 in Review

Novem Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2026, closing a stake of 96,343 shares — an estimated $5.39M sold.

Novem Group first reported a position in FJUL in Q4 2024 and held it in 5 quarters. The position peaked at $5.39M in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Novem Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Novem Group sold 96,343 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $5.39M.
  • Novem Group first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and held it in 5 quarters.
  • Novem Group's FT Vest US Equity Buffer ETF July position peaked at $5.39M in Q4 2025.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Novem Group's 13F filing for Q1 2026, filed 13 Apr 2026.