Precedent Wealth Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Precedent Wealth Partners’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 Q3	$300K	Buy	+4,900	New	+$297K	0.05%	165

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Precedent Wealth Partners's FJUL Position: Q3 2026 in Review

Precedent Wealth Partners opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q3 2026: 4,900 shares worth $300K. The stake represents 0.05% of the portfolio and ranks #165 among its holdings.

148 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

Precedent Wealth Partners held 4,900 shares of FT Vest US Equity Buffer ETF July worth $300K as of Q3 2026.
FT Vest US Equity Buffer ETF July was a new Precedent Wealth Partners position in Q3 2026.
FT Vest US Equity Buffer ETF July made up 0.05% of Precedent Wealth Partners's portfolio in Q3 2026, its #165 holding.
148 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.