Sowell Financial Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Sowell Financial Services’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	$427K	Sell	7,176 -1,422	-17%	-$82.8K	0.01%	704
2026 Q1	$470K	Sell	8,598 -170	-2%	-$9.51K	0.02%	653
2025 Q4	$490K	Sell	8,768 -1,009	-10%	-$55.7K	0.02%	654
2025 Q3	$535K	Buy	9,777 +2,246	+30%	+$120K	0.02%	616
2025 Q2	$390K	Sell	7,531 -836	-10%	-$40.5K	0.02%	685
2025 Q1	$399K	Buy	+8,367	New	+$411K	0.02%	655

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 22.9% 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

Sowell Financial Services's FJUL Position: Q2 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 17% in Q2 2026, selling an estimated $82.8K and leaving 7,176 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #704.

Sowell Financial Services first reported a position in FJUL in Q1 2025 and has held it in 6 quarters since. The position peaked at $535K in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Sowell Financial Services held 7,176 shares of FT Vest US Equity Buffer ETF July worth $427K as of Q2 2026.
Sowell Financial Services sold 1,422 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $82.8K.
FT Vest US Equity Buffer ETF July made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #704 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF July in Q1 2025 and has held it in 6 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF July position peaked at $535K in Q3 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.