Osaic Holdings’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$74.8K Sell
2,228
-650
-23% -$21.9K ﹤0.01% 4895
2025
Q4
$96.7K Buy
2,878
+650
+29% +$21.7K ﹤0.01% 4734
2025
Q3
$74K Buy
2,228
+1,678
+305% +$55.1K ﹤0.01% 5037
2025
Q2
$17.9K Sell
550
-235
-30% -$7.44K ﹤0.01% 5797
2025
Q1
$24.6K Buy
+785
New +$24.8K ﹤0.01% 5212

Other funds holding JULM

Osaic Holdings's JULM Position: Q1 2026 in Review

Osaic Holdings reduced its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 23% in Q1 2026, selling an estimated $21.9K and leaving 2,228 shares worth $74.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4895.

Osaic Holdings first reported a position in JULM in Q1 2025 and has held it in 5 quarters since. The position peaked at $96.7K in Q4 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

  • Osaic Holdings held 2,228 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $74.8K as of Q1 2026.
  • Osaic Holdings sold 650 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $21.9K.
  • FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4895 holding.
  • Osaic Holdings first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q1 2025 and has held it in 5 quarters since.
  • Osaic Holdings's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $96.7K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.