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

Pacific Excel 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 		– Sell
-4,597
Closed -$252K – 257
2026
Q1 		$252K Buy
+4,597
New +$257K 0.26% 114

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Pacific Excel Wealth Advisors's FJUL Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026, closing a stake of 4,597 shares — an estimated $252K sold.

Pacific Excel Wealth Advisors first reported a position in FJUL in Q1 2026 and held it in 1 quarter. The position peaked at $252K in Q1 2026. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 4,597 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $252K.
  • Pacific Excel Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $252K in Q1 2026.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.