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 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 $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

Sowell Financial Services's FJUL Position: Q1 2026 in Review

Sowell Financial Services reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 1.9% in Q1 2026, selling an estimated $9.51K and leaving 8,598 shares worth $470K. The position accounts for 0.02% of the portfolio, ranked #653.

Sowell Financial Services first reported a position in FJUL in Q1 2025 and has held it in 5 quarters since. The position peaked at $535K in Q3 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Sowell Financial Services held 8,598 shares of FT Vest US Equity Buffer ETF July worth $470K as of Q1 2026.
Sowell Financial Services sold 170 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $9.51K.
FT Vest US Equity Buffer ETF July made up 0.02% of Sowell Financial Services's portfolio in Q1 2026, its #653 holding.
Sowell Financial Services first reported a position in FT Vest US Equity Buffer ETF July in Q1 2025 and has held it in 5 quarters since.
Sowell Financial Services's FT Vest US Equity Buffer ETF July position peaked at $535K in Q3 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.