Quantum Private Wealth’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Quantum Private Wealth’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	$241K	Hold	4,400	–	–	0.07%	140
2025 Q4	$246K	Hold	4,400	–	–	0.07%	147
2025 Q3	$241K	Buy	+4,400	New	+$235K	0.07%	158
2022 Q4	–	Sell	-8,000	Closed	-$259K	–	190
2022 Q3	$259K	Hold	8,000	–	–	0.16%	138
2022 Q2	$264K	Hold	8,000	–	–	0.16%	136
2022 Q1	$288K	Buy	+8,000	New	+$284K	0.12%	146

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

Quantum Private Wealth's FJUL Position: Q1 2026 in Review

Quantum Private Wealth held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 4,400 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #140.

Quantum Private Wealth first reported a position in FJUL in Q1 2022 and has held it in 6 quarters since. The position peaked at $288K in Q1 2022. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Quantum Private Wealth held 4,400 shares of FT Vest US Equity Buffer ETF July worth $241K as of Q1 2026.
Quantum Private Wealth left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up 0.07% of Quantum Private Wealth's portfolio in Q1 2026, its #140 holding.
Quantum Private Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q1 2022 and has held it in 6 quarters since.
Quantum Private Wealth's FT Vest US Equity Buffer ETF July position peaked at $288K in Q1 2022.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

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