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OneDigital Investment Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

OneDigital Investment Advisors’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 		$986K Buy
18,018
+445
+3% +$24.9K 0.01% 684
2025
Q4 		$983K Hold
17,573
– – 0.01% 682
2025
Q3 		$962K Sell
17,573
-20,659
-54% -$1.1M 0.01% 668
2025
Q2 		$1.98M Sell
38,232
-2,400
-6% -$116K 0.02% 431
2025
Q1 		$1.94M Sell
40,632
-2,090
-5% -$103K 0.02% 414
2024
Q4 		$2.09M Sell
42,722
-20,764
-33% -$1.01M 0.02% 408
2024
Q3 		$3.05M Sell
63,486
-4,094
-6% -$191K 0.03% 344
2024
Q2 		$3.11M Sell
67,580
-4,702
-7% -$211K 0.04% 320
2024
Q1 		$3.21M Buy
72,282
+7,932
+12% +$341K 0.05% 250
2023
Q4 		$2.68M Buy
64,350
+3,473
+6% +$137K 0.05% 262
2023
Q3 		$2.33M Sell
60,877
-7,947
-12% -$312K 0.05% 252
2023
Q2 		$2.68M Sell
68,824
-6,611
-9% -$244K 0.06% 224
2023
Q1 		$2.73M Sell
75,435
-2,446
-3% -$86.7K 0.06% 226
2022
Q4 		$2.67M Buy
77,881
+1,100
+1% +$37.6K 0.08% 210
2022
Q3 		$2.49M Sell
76,781
-87
-0.1% -$3.01K 0.09% 160
2022
Q2 		$2.54M Buy
76,868
+3,420
+5% +$117K 0.11% 132
2022
Q1 		$2.65M Buy
73,448
+25,681
+54% +$912K 0.1% 133
2021
Q4 		$1.75M Buy
47,767
+16,452
+53% +$590K 0.06% 186
2021
Q3 		$1.08M Buy
+31,315
New +$1.1M 0.04% 251

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 $58.2B AUM 22.78% 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 $79.5B AUM 27.1% 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

OneDigital Investment Advisors's FJUL Position: Q1 2026 in Review

OneDigital Investment Advisors increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.5% in Q1 2026, buying an estimated $24.9K and bringing the position to 18,018 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #684.

OneDigital Investment Advisors first reported a position in FJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.21M in Q1 2024. 148 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • OneDigital Investment Advisors held 18,018 shares of FT Vest US Equity Buffer ETF July worth $986K as of Q1 2026.
  • OneDigital Investment Advisors bought 445 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $24.9K.
  • FT Vest US Equity Buffer ETF July made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #684 holding.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
  • OneDigital Investment Advisors's FT Vest US Equity Buffer ETF July position peaked at $3.21M in Q1 2024.
  • 148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.