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

Schulz 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
2025 Q4	$1.88M	Sell	33,708 -4,462	-12%	-$246K	1.21%	18
2025 Q3	$2.09M	Sell	38,170 -722	-2%	-$38.5K	1.38%	17
2025 Q2	$2.01M	Sell	38,892 -1,576	-4%	-$76.4K	1.5%	15
2025 Q1	$1.93M	Hold	40,468	–	–	1.47%	15
2024 Q4	$1.98M	Sell	40,468 -695	-2%	-$33.9K	1.52%	14
2024 Q3	$1.98M	Buy	41,163 +80	+0.2%	+$3.73K	1.53%	14
2024 Q2	$1.89M	Sell	41,083 -1,250	-3%	-$56K	1.6%	14
2024 Q1	$1.88M	Sell	42,333 -1,895	-4%	-$81.5K	1.61%	14
2023 Q4	$1.84M	Buy	+44,228	New	+$1.75M	1.76%	11

Other funds holding FJUL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Schulz Wealth's FJUL Position: Q4 2025 in Review

Schulz Wealth reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 12% in Q4 2025, selling an estimated $246K and leaving 33,708 shares worth $1.88M. The position accounts for 1.21% of the portfolio, ranked #18.

Schulz Wealth first reported a position in FJUL in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.09M in Q3 2025. 164 funds tracked by Wall St. Rank hold FJUL as of Q4 2025.

Schulz Wealth held 33,708 shares of FT Vest US Equity Buffer ETF July worth $1.88M as of Q4 2025.
Schulz Wealth sold 4,462 FT Vest US Equity Buffer ETF July shares in Q4 2025, an estimated $246K.
FT Vest US Equity Buffer ETF July made up 1.21% of Schulz Wealth's portfolio in Q4 2025, its #18 holding.
Schulz Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and has held it in 9 quarters since.
Schulz Wealth's FT Vest US Equity Buffer ETF July position peaked at $2.09M in Q3 2025.
164 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.