REAP Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

REAP Financial 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	$7.68M	Sell	140,378 -1,776	-1%	-$99.3K	1.52%	17
2025 Q4	$7.95M	Sell	142,154 -4,771	-3%	-$263K	1.61%	16
2025 Q3	$8.04M	Buy	146,925 +28,319	+24%	+$1.51M	1.75%	14
2025 Q2	$6.14M	Sell	118,606 -4,309	-4%	-$209K	1.44%	20
2025 Q1	$5.85M	Buy	122,915 +8	+0%	+$393	1.45%	20
2024 Q4	$6.02M	Buy	122,907 +9,535	+8%	+$466K	1.49%	18
2024 Q3	$5.45M	Buy	113,372 +47,246	+71%	+$2.2M	1.34%	24
2024 Q2	$3.05M	Sell	66,126 -2,826	-4%	-$127K	0.82%	31
2024 Q1	$3.06M	Sell	68,952 -6,814	-9%	-$293K	0.84%	31
2023 Q4	$3.15M	Buy	+75,766	New	+$3M	0.92%	27

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return

REAP Financial Group's FJUL Position: Q1 2026 in Review

REAP Financial Group reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 1.2% in Q1 2026, selling an estimated $99.3K and leaving 140,378 shares worth $7.68M. The position accounts for 1.52% of the portfolio, ranked #17.

REAP Financial Group first reported a position in FJUL in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.04M in Q3 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

REAP Financial Group held 140,378 shares of FT Vest US Equity Buffer ETF July worth $7.68M as of Q1 2026.
REAP Financial Group sold 1,776 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $99.3K.
FT Vest US Equity Buffer ETF July made up 1.52% of REAP Financial Group's portfolio in Q1 2026, its #17 holding.
REAP Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's FT Vest US Equity Buffer ETF July position peaked at $8.04M in Q3 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.