Sigma Planning Corp’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Sigma Planning Corp’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 Q3	$1.62M	Buy	+26,403	New	+$1.6M	0.04%	415
2024 Q4	–	Sell	-45,014	Closed	-$2.17M	–	1196
2024 Q3	$2.17M	Buy	+45,014	New	+$2.1M	0.07%	271
2024 Q2	–	Sell	-12,754	Closed	-$567K	–	1220
2024 Q1	$567K	Sell	12,754 -1,819	-12%	-$78.2K	0.02%	717
2023 Q4	$607K	Sell	14,573 -20,811	-59%	-$823K	0.05%	398
2023 Q3	$1.36M	Buy	+35,384	New	+$1.39M	0.05%	361
2023 Q2	–	Sell	-38,442	Closed	-$1.39M	–	1268
2023 Q1	$1.39M	Sell	38,442 -6,906	-15%	-$245K	0.05%	399
2022 Q4	$1.56M	Sell	45,348 -1,278	-3%	-$43.7K	0.06%	348
2022 Q3	$1.51M	Buy	+46,626	New	+$1.61M	0.06%	326

Other funds holding FJUL

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

APW

Aurora Private Wealth Rockaway, New Jersey $159M AUM 18.68% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sigma Planning Corp's FJUL Position: Q3 2026 in Review

Sigma Planning Corp opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q3 2026: 26,403 shares worth $1.62M. The stake represents 0.04% of the portfolio and ranks #415 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in FJUL as recently as Q3 2024.

Sigma Planning Corp first reported a position in FJUL in Q3 2022 and has held it in 8 quarters since. The position peaked at $2.17M in Q3 2024. 43 funds tracked by Wall St. Rank hold FJUL as of Q3 2026.

Sigma Planning Corp held 26,403 shares of FT Vest US Equity Buffer ETF July worth $1.62M as of Q3 2026.
FT Vest US Equity Buffer ETF July was a new Sigma Planning Corp position in Q3 2026.
FT Vest US Equity Buffer ETF July made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #415 holding.
Sigma Planning Corp first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 8 quarters since.
Sigma Planning Corp's FT Vest US Equity Buffer ETF July position peaked at $2.17M in Q3 2024.
43 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.