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 Q2	$868K	Sell	14,575 -3,443	-19%	-$201K	0.01%	801
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

OneDigital Investment Advisors's FJUL Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 19% in Q2 2026, selling an estimated $201K and leaving 14,575 shares worth $868K. The position accounts for 0.01% of the portfolio, ranked #801.

OneDigital Investment Advisors first reported a position in FJUL in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.21M in Q1 2024. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

OneDigital Investment Advisors held 14,575 shares of FT Vest US Equity Buffer ETF July worth $868K as of Q2 2026.
OneDigital Investment Advisors sold 3,443 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $201K.
FT Vest US Equity Buffer ETF July made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #801 holding.
OneDigital Investment Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 20 quarters since.
OneDigital Investment Advisors's FT Vest US Equity Buffer ETF July position peaked at $3.21M in Q1 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.