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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Partners Investment Advisory's FJUL Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 1.1% in Q1 2026, selling an estimated $13.1K and leaving 21,551 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1071.

Steward Partners Investment Advisory first reported a position in FJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $8.71M in Q3 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Steward Partners Investment Advisory held 21,551 shares of FT Vest US Equity Buffer ETF July worth $1.18M as of Q1 2026.
  • Steward Partners Investment Advisory sold 235 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $13.1K.
  • FT Vest US Equity Buffer ETF July made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1071 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 15 quarters since.
  • Steward Partners Investment Advisory's FT Vest US Equity Buffer ETF July position peaked at $8.71M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.