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Principal Securities’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Principal Securities’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
Q4 		– Sell
-3,128
Closed -$171K – 2100
2025
Q3 		$171K Buy
3,128
+407
+15% +$21.7K ﹤0.01% 1359
2025
Q2 		$141K Hold
2,721
– – ﹤0.01% 1387
2025
Q1 		$133K Hold
2,721
– – ﹤0.01% 1301
2024
Q4 		$133K Hold
2,721
– – ﹤0.01% 1301
2024
Q3 		$131K Buy
2,721
+1,397
+106% +$65.1K ﹤0.01% 1272
2024
Q2 		$61K Sell
1,324
-350
-21% -$15.7K ﹤0.01% 1527
2024
Q1 		$74.4K Hold
1,674
– – ﹤0.01% 1390
2023
Q4 		$69.7K Buy
+1,674
New +$66.2K ﹤0.01% 1334

Other funds holding FJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities's FJUL Position: Q4 2025 in Review

Principal Securities sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2025, closing a stake of 3,128 shares — an estimated $171K sold.

Principal Securities first reported a position in FJUL in Q4 2023 and held it in 8 quarters. The position peaked at $171K in Q3 2025. 164 funds tracked by Wall St. Rank hold FJUL as of Q4 2025.

  • Principal Securities reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 3,128 FT Vest US Equity Buffer ETF July shares in Q4 2025, an estimated $171K.
  • Principal Securities first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and held it in 8 quarters.
  • Principal Securities's FT Vest US Equity Buffer ETF July position peaked at $171K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.