Steward Partners Investment Advisory’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Steward Partners Investment Advisory’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	$1.22M	Sell	20,418 -1,133	-5%	-$66K	0.01%	1175
2026 Q1	$1.18M	Sell	21,551 -235	-1%	-$13.1K	0.01%	1071
2025 Q4	$1.22M	Sell	21,786 -25	-0.1%	-$1.38K	0.01%	974
2025 Q3	$1.19M	Buy	21,811 +231	+1%	+$12.3K	0.01%	980
2025 Q2	$1.12M	Sell	21,580 -1,751	-8%	-$84.9K	0.01%	944
2025 Q1	$1.11M	Sell	23,331 -148,995	-86%	-$7.32M	0.01%	881
2024 Q4	$8.44M	Sell	172,326 -8,792	-5%	-$429K	0.07%	256
2024 Q3	$8.71M	Buy	181,118 +65,717	+57%	+$3.06M	0.08%	247
2024 Q2	$5.32M	Sell	115,401 -10,414	-8%	-$467K	0.06%	321
2024 Q1	$5.59M	Buy	125,815 +2,048	+2%	+$88K	0.06%	311
2023 Q4	$5.15M	Sell	123,767 -2,330	-2%	-$92.2K	0.07%	281
2023 Q3	$4.84M	Buy	126,097 +115,122	+1,049%	+$4.52M	0.07%	260
2023 Q2	$428K	Sell	10,975 -21,088	-66%	-$779K	0.01%	989
2023 Q1	$1.16M	Buy	32,063 +716	+2%	+$25.4K	0.02%	649
2022 Q4	$1.08M	Buy	31,347 +1,908	+6%	+$65.2K	0.02%	638
2022 Q3	$955K	Buy	+29,439	New	+$1.02M	0.02%	639

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

Steward Partners Investment Advisory's FJUL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 5.3% in Q2 2026, selling an estimated $66K and leaving 20,418 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1175.

Steward Partners Investment Advisory first reported a position in FJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $8.71M in Q3 2024. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Steward Partners Investment Advisory held 20,418 shares of FT Vest US Equity Buffer ETF July worth $1.22M as of Q2 2026.
Steward Partners Investment Advisory sold 1,133 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $66K.
FT Vest US Equity Buffer ETF July made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1175 holding.
Steward Partners Investment Advisory first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Steward Partners Investment Advisory's FT Vest US Equity Buffer ETF July position peaked at $8.71M in Q3 2024.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.