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 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 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

Savvy Advisors Inc's FJUL Position: Q1 2026 in Review

Savvy Advisors Inc reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 0.24% in Q1 2026, selling an estimated $839 and leaving 6,312 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #805.

Savvy Advisors Inc first reported a position in FJUL in Q4 2023 and has held it in 7 quarters since. The position peaked at $354K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Savvy Advisors Inc held 6,312 shares of FT Vest US Equity Buffer ETF July worth $345K as of Q1 2026.
Savvy Advisors Inc sold 15 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $839.
FT Vest US Equity Buffer ETF July made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #805 holding.
Savvy Advisors Inc first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and has held it in 7 quarters since.
Savvy Advisors Inc's FT Vest US Equity Buffer ETF July position peaked at $354K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.