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

Semus Wealth Partners’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	–	Sell	-23,186	Closed	-$1.3M	–	115
2025 Q4	$1.3M	Hold	23,186	–	–	0.7%	34
2025 Q3	$1.27M	Buy	+23,186	New	+$1.24M	0.72%	32
2025 Q1	–	Sell	-5,734	Closed	-$281K	–	119
2024 Q4	$281K	Hold	5,734	–	–	0.19%	85
2024 Q3	$276K	Buy	+5,734	New	+$267K	0.19%	95
2024 Q1	–	Sell	-9,016	Closed	-$375K	–	133
2023 Q4	$375K	Hold	9,016	–	–	0.31%	71
2023 Q3	$346K	Buy	+9,016	New	+$354K	0.32%	71

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

Semus Wealth Partners's FJUL Position: Q1 2026 in Review

Semus Wealth Partners sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2026, closing a stake of 23,186 shares — an estimated $1.3M sold.

Semus Wealth Partners first reported a position in FJUL in Q3 2023 and held it in 6 quarters. The position peaked at $1.3M in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Semus Wealth Partners reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2026 after selling out during the quarter.
Semus Wealth Partners sold 23,186 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $1.3M.
Semus Wealth Partners first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 6 quarters.
Semus Wealth Partners's FT Vest US Equity Buffer ETF July position peaked at $1.3M in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Semus Wealth Partners's 13F filing for Q1 2026, filed 24 Apr 2026.