Stonebridge Financial Group (Pennsylvania)’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$546K	Hold	9,170	–	–	0.04%	166
2026 Q1	$502K	Hold	9,170	–	–	0.04%	167
2025 Q4	$513K	Hold	9,170	–	–	0.04%	161
2025 Q3	$502K	Buy	+9,170	New	+$489K	0.04%	158

Other funds holding FJUL

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

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s FJUL Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 9,170 shares worth $546K. The position accounts for 0.04% of the portfolio, ranked #166.

Stonebridge Financial Group (Pennsylvania) first reported a position in FJUL in Q3 2025 and has held it in 4 quarters since. 130 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 9,170 shares of FT Vest US Equity Buffer ETF July worth $546K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #166 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
130 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.