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Orion Portfolio Solutions’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Orion Portfolio Solutions’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
Q1 		$323K Buy
6,790
+243
+4% +$11.9K ﹤0.01% 1594
2024
Q4 		$321K Buy
6,547
+2,224
+51% +$109K ﹤0.01% 1529
2024
Q3 		$208K Buy
+4,323
New +$201K ﹤0.01% 1695

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Orion Portfolio Solutions's FJUL Position: Q1 2025 in Review

Orion Portfolio Solutions increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 3.7% in Q1 2025, buying an estimated $11.9K and bringing the position to 6,790 shares worth $323K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Orion Portfolio Solutions first reported a position in FJUL in Q3 2024 and has held it in 3 quarters since. 142 funds tracked by Wall St. Rank hold FJUL as of Q1 2025.

  • Orion Portfolio Solutions held 6,790 shares of FT Vest US Equity Buffer ETF July worth $323K as of Q1 2025.
  • Orion Portfolio Solutions bought 243 FT Vest US Equity Buffer ETF July shares in Q1 2025, an estimated $11.9K.
  • FT Vest US Equity Buffer ETF July made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1594 holding.
  • Orion Portfolio Solutions first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 3 quarters since.
  • 142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.