Outlook Wealth Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Outlook Wealth 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	$366K	Sell	6,143 -3,034	-33%	-$177K	0.08%	222
2026 Q1	$502K	Hold	9,177	–	–	0.12%	171
2025 Q4	$513K	Hold	9,177	–	–	0.12%	160
2025 Q3	$502K	Hold	9,177	–	–	0.13%	157
2025 Q2	$475K	Hold	9,177	–	–	0.12%	155
2025 Q1	$437K	Hold	9,177	–	–	0.12%	155
2024 Q4	$449K	Hold	9,177	–	–	0.13%	150
2024 Q3	$442K	Hold	9,177	–	–	0.13%	144
2024 Q2	$381K	Sell	9,177 -10,713	-54%	-$480K	0.12%	166
2024 Q1	$884K	Buy	19,890 +10,713	+117%	+$460K	0.27%	76
2023 Q4	$382K	Hold	9,177	–	–	0.13%	145
2023 Q3	$352K	Hold	9,177	–	–	0.13%	151
2023 Q2	$358K	Hold	9,177	–	–	0.14%	149
2023 Q1	$332K	Hold	9,177	–	–	0.15%	142
2022 Q4	$315K	Sell	9,177 -2,565	-22%	-$87.7K	0.15%	128
2022 Q3	$381K	Hold	11,742	–	–	0.17%	134
2022 Q2	$389K	Hold	11,742	–	–	0.16%	140
2022 Q1	$424K	Buy	+11,742	New	+$417K	0.14%	148
2021 Q4	–	Sell	-11,742	Closed	-$407K	–	213
2021 Q3	$407K	Buy	+11,742	New	+$411K	0.13%	160

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

Outlook Wealth Advisors's FJUL Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 33% in Q2 2026, selling an estimated $177K and leaving 6,143 shares worth $366K. The position accounts for 0.08% of the portfolio, ranked #222.

Outlook Wealth Advisors first reported a position in FJUL in Q3 2021 and has held it in 19 quarters since. The position peaked at $884K in Q1 2024. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Outlook Wealth Advisors held 6,143 shares of FT Vest US Equity Buffer ETF July worth $366K as of Q2 2026.
Outlook Wealth Advisors sold 3,034 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $177K.
FT Vest US Equity Buffer ETF July made up 0.08% of Outlook Wealth Advisors's portfolio in Q2 2026, its #222 holding.
Outlook Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 19 quarters since.
Outlook Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $884K in Q1 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.