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Park Square Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Park Square Financial Group’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
Q3 		– Sell
-517
Closed -$26.7K – 497
2025
Q2 		$26.7K Hold
517
– – 0.02% 395
2025
Q1 		$24.6K Hold
517
– – 0.02% 386
2024
Q4 		$25.3K Buy
+517
New +$25.2K 0.02% 384

Other funds holding FJUL

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
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

Park Square Financial Group's FJUL Position: Q3 2025 in Review

Park Square Financial Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2025, closing a stake of 517 shares — an estimated $26.7K sold.

Park Square Financial Group first reported a position in FJUL in Q4 2024 and held it in 3 quarters. The position peaked at $26.7K in Q2 2025. 153 funds tracked by Wall St. Rank hold FJUL as of Q3 2025.

  • Park Square Financial Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 517 FT Vest US Equity Buffer ETF July shares in Q3 2025, an estimated $26.7K.
  • Park Square Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's FT Vest US Equity Buffer ETF July position peaked at $26.7K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.