Ogorek Anthony Joseph’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Ogorek Anthony Joseph’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	$144K	Hold	2,638	–	–	0.04%	89
2025 Q4	$147K	Sell	2,638 -167	-6%	-$9.21K	0.04%	81
2025 Q3	$153K	Hold	2,805	–	–	0.04%	84
2025 Q2	$145K	Sell	2,805 -1,155	-29%	-$56K	0.04%	80
2025 Q1	$188K	Hold	3,960	–	–	0.06%	70
2024 Q4	$193K	Sell	3,960 -110	-3%	-$5.37K	0.06%	64
2024 Q3	$195K	Hold	4,070	–	–	0.07%	59
2024 Q2	$187K	Sell	4,070 -131	-3%	-$5.87K	0.07%	60
2024 Q1	$186K	Sell	4,201 -2,506	-37%	-$108K	0.06%	60
2023 Q4	$279K	Sell	6,707 -260,910	-97%	-$10.3M	0.1%	53
2023 Q3	$10.3M	Buy	+267,617	New	+$10.5M	4.05%	5

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ogorek Anthony Joseph's FJUL Position: Q1 2026 in Review

Ogorek Anthony Joseph held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 2,638 shares worth $144K. The position accounts for 0.04% of the portfolio, ranked #89.

Ogorek Anthony Joseph first reported a position in FJUL in Q3 2023 and has held it in 11 quarters since. The position peaked at $10.3M in Q3 2023. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Ogorek Anthony Joseph held 2,638 shares of FT Vest US Equity Buffer ETF July worth $144K as of Q1 2026.
Ogorek Anthony Joseph left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.04% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #89 holding.
Ogorek Anthony Joseph first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
Ogorek Anthony Joseph's FT Vest US Equity Buffer ETF July position peaked at $10.3M in Q3 2023.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.