Prasad Wealth Partners’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
Sell
-6,800
Closed -$228K 158
2025
Q4
$228K Sell
6,800
-850
-11% -$28.4K 0.06% 131
2025
Q3
$254K Buy
7,650
+100
+1% +$3.29K 0.07% 115
2025
Q2
$246K Hold
7,550
0.07% 104
2025
Q1
$236K Sell
7,550
-200
-3% -$6.31K 0.08% 104
2024
Q4
$244K Buy
+7,750
New +$243K 0.08% 97

Other funds holding JULM

Prasad Wealth Partners's JULM Position: Q1 2026 in Review

Prasad Wealth Partners sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q1 2026, closing a stake of 6,800 shares — an estimated $228K sold.

Prasad Wealth Partners first reported a position in JULM in Q4 2024 and held it in 5 quarters. The position peaked at $254K in Q3 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

  • Prasad Wealth Partners reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • Prasad Wealth Partners sold 6,800 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $228K.
  • Prasad Wealth Partners first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q4 2024 and held it in 5 quarters.
  • Prasad Wealth Partners's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $254K in Q3 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.