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Sacks & Associates’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Sacks & Associates’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
Q2 		– Sell
-103,582
Closed -$5.67M – 81
2026
Q1 		$5.67M Sell
103,582
-1,113
-1% -$62.2K 4.21% 5
2025
Q4 		$5.85M Buy
+104,695
New +$5.78M 4.3% 5

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sacks & Associates's FJUL Position: Q2 2026 in Review

Sacks & Associates sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026, closing a stake of 103,582 shares — an estimated $5.67M sold.

Sacks & Associates first reported a position in FJUL in Q4 2025 and held it in 2 quarters. The position peaked at $5.85M in Q4 2025. 156 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Sacks & Associates reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Sacks & Associates sold 103,582 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $5.67M.
  • Sacks & Associates first reported a position in FT Vest US Equity Buffer ETF July in Q4 2025 and held it in 2 quarters.
  • Sacks & Associates's FT Vest US Equity Buffer ETF July position peaked at $5.85M in Q4 2025.
  • 156 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Sacks & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.