SAW
JULM

Signal Advisors Wealth’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Signal Advisors Wealth’s Portfolio JULM Stock Details JULM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,343
Closed -$304K – 551
2025
Q2 		$304K Sell
9,343
-141
-1% -$4.46K 0.02% 380
2025
Q1 		$297K Sell
9,484
-341
-3% -$10.8K 0.03% 369
2024
Q4 		$309K Sell
9,825
-2,799
-22% -$87.6K 0.03% 352
2024
Q3 		$393K Buy
+12,624
New +$388K 0.06% 289

Other funds holding JULM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Signal Advisors Wealth's JULM Position: Q3 2025 in Review

Signal Advisors Wealth sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q3 2025, closing a stake of 9,343 shares — an estimated $304K sold.

Signal Advisors Wealth first reported a position in JULM in Q3 2024 and held it in 4 quarters. The position peaked at $393K in Q3 2024. 36 funds tracked by Wall St. Rank hold JULM as of Q3 2025.

  • Signal Advisors Wealth reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q3 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 9,343 FT Vest U.S. Equity Max Buffer ETF - July shares in Q3 2025, an estimated $304K.
  • Signal Advisors Wealth first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and held it in 4 quarters.
  • Signal Advisors Wealth's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $393K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q3 2025.

Based on Signal Advisors Wealth's 13F filing for Q3 2025, filed 10 Oct 2025.