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OneAscent Financial Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

OneAscent Financial Services’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
2025
Q3 		– Sell
-32,133
Closed -$1.66M – 440
2025
Q2 		$1.66M Buy
+32,133
New +$1.56M 0.12% 118

Other funds holding FJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

OneAscent Financial Services's FJUL Position: Q3 2025 in Review

OneAscent Financial Services sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2025, closing a stake of 32,133 shares — an estimated $1.66M sold.

OneAscent Financial Services first reported a position in FJUL in Q2 2025 and held it in 1 quarter. The position peaked at $1.66M in Q2 2025. 153 funds tracked by Wall St. Rank hold FJUL as of Q3 2025.

  • OneAscent Financial Services reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • OneAscent Financial Services sold 32,133 FT Vest US Equity Buffer ETF July shares in Q3 2025, an estimated $1.66M.
  • OneAscent Financial Services first reported a position in FT Vest US Equity Buffer ETF July in Q2 2025 and held it in 1 quarter.
  • OneAscent Financial Services's FT Vest US Equity Buffer ETF July position peaked at $1.66M in Q2 2025.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2025.

Based on OneAscent Financial Services's 13F filing for Q3 2025, filed 22 Oct 2025.