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Savvy Advisors Inc’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Savvy Advisors Inc’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
-6,312
Closed -$345K – 1291
2026
Q1 		$345K Sell
6,312
-15
-0.2% -$839 0.01% 805
2025
Q4 		$354K Buy
6,327
+94
+2% +$5.19K 0.01% 703
2025
Q3 		$341K Buy
+6,233
New +$332K 0.02% 574
2025
Q2 		– Sell
-4,352
Closed -$207K – 655
2025
Q1 		$207K Hold
4,352
– – 0.02% 488
2024
Q4 		$213K Sell
4,352
-184
-4% -$8.99K 0.03% 420
2024
Q3 		$218K Buy
+4,536
New +$211K 0.04% 319
2024
Q1 		– Sell
-5,715
Closed -$238K – 226
2023
Q4 		$238K Buy
+5,715
New +$226K 0.23% 132

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

Savvy Advisors Inc's FJUL Position: Q2 2026 in Review

Savvy Advisors Inc sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026, closing a stake of 6,312 shares — an estimated $345K sold.

Savvy Advisors Inc first reported a position in FJUL in Q4 2023 and held it in 7 quarters. The position peaked at $354K in Q4 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Savvy Advisors Inc reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,312 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $345K.
  • Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and held it in 7 quarters.
  • Savvy Advisors Inc's FT Vest US Equity Buffer ETF July position peaked at $354K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.