Prosperity Consulting Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Prosperity Consulting 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
2026 Q1	$917K	Hold	16,760	–	–	0.04%	260
2025 Q4	$937K	Sell	16,760 -505	-3%	-$27.9K	0.04%	257
2025 Q3	$945K	Sell	17,265 -8,223	-32%	-$439K	0.05%	255
2025 Q2	$1.32M	Sell	25,488 -1,600	-6%	-$77.5K	0.1%	187
2025 Q1	$1.29M	Sell	27,088 -2,480	-8%	-$122K	0.1%	190
2024 Q4	$1.45M	Buy	29,568 +39	+0.1%	+$1.91K	0.11%	181
2024 Q3	$1.42M	Buy	+29,529	New	+$1.38M	0.11%	184

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prosperity Consulting Group's FJUL Position: Q1 2026 in Review

Prosperity Consulting Group held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 16,760 shares worth $917K. The position accounts for 0.04% of the portfolio, ranked #260.

Prosperity Consulting Group first reported a position in FJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q4 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Prosperity Consulting Group held 16,760 shares of FT Vest US Equity Buffer ETF July worth $917K as of Q1 2026.
Prosperity Consulting Group left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.04% of Prosperity Consulting Group's portfolio in Q1 2026, its #260 holding.
Prosperity Consulting Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
Prosperity Consulting Group's FT Vest US Equity Buffer ETF July position peaked at $1.45M in Q4 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.