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 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 $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Outlook Wealth Advisors's FJUL Position: Q1 2026 in Review

Outlook Wealth Advisors held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 9,177 shares worth $502K. The position accounts for 0.12% of the portfolio, ranked #171.

Outlook Wealth Advisors first reported a position in FJUL in Q3 2021 and has held it in 18 quarters since. The position peaked at $884K in Q1 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Outlook Wealth Advisors held 9,177 shares of FT Vest US Equity Buffer ETF July worth $502K as of Q1 2026.
Outlook Wealth Advisors left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.12% of Outlook Wealth Advisors's portfolio in Q1 2026, its #171 holding.
Outlook Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2021 and has held it in 18 quarters since.
Outlook Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $884K in Q1 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.