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

SOA Wealth Advisors’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 Q2	$652K	Buy	10,950 +214	+2%	+$12.5K	0.11%	110
2026 Q1	$587K	Sell	10,736 -8,405	-44%	-$470K	0.11%	106
2025 Q4	$1.07M	Hold	19,141	–	–	0.18%	82
2025 Q3	$1.05M	Buy	19,141 +5,922	+45%	+$316K	0.18%	82
2025 Q2	$684K	Hold	13,219	–	–	0.13%	100
2025 Q1	$630K	Hold	13,219	–	–	0.13%	97
2024 Q4	$647K	Hold	13,219	–	–	0.12%	97
2024 Q3	$636K	Buy	13,219 +3,169	+32%	+$148K	0.12%	97
2024 Q2	$463K	Hold	10,050	–	–	0.09%	114
2024 Q1	$447K	Sell	10,050 -715	-7%	-$30.7K	0.09%	115
2023 Q4	$448K	Hold	10,765	–	–	0.1%	108
2023 Q3	$413K	Buy	10,765 +7,646	+245%	+$300K	0.1%	106
2023 Q2	$122K	Sell	3,119 -15	-0.5%	-$554	0.03%	214
2023 Q1	$113K	Hold	3,134	–	–	0.03%	214
2022 Q4	$108K	Hold	3,134	–	–	0.03%	214
2022 Q3	$101K	Buy	+3,134	New	+$109K	0.03%	201

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

SOA Wealth Advisors's FJUL Position: Q2 2026 in Review

SOA Wealth Advisors increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 2% in Q2 2026, buying an estimated $12.5K and bringing the position to 10,950 shares worth $652K. The position accounts for 0.11% of the portfolio, ranked #110.

SOA Wealth Advisors first reported a position in FJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q4 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

SOA Wealth Advisors held 10,950 shares of FT Vest US Equity Buffer ETF July worth $652K as of Q2 2026.
SOA Wealth Advisors bought 214 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $12.5K.
FT Vest US Equity Buffer ETF July made up 0.11% of SOA Wealth Advisors's portfolio in Q2 2026, its #110 holding.
SOA Wealth Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
SOA Wealth Advisors's FT Vest US Equity Buffer ETF July position peaked at $1.07M in Q4 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.