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Summit Wealth Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Summit Wealth Partners’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
2025
Q1 		– Sell
-7,255
Closed -$355K – 212
2024
Q4 		$355K Hold
7,255
– – 0.07% 150
2024
Q3 		$349K Buy
+7,255
New +$338K 0.07% 177

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Cetera Investment Advisers
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FSA
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Commonwealth Equity Services
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Osaic Holdings
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CW
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AssetMark Inc
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AA
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Summit Wealth Partners's FJUL Position: Q1 2025 in Review

Summit Wealth Partners sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2025, closing a stake of 7,255 shares — an estimated $355K sold.

Summit Wealth Partners first reported a position in FJUL in Q3 2024 and held it in 2 quarters. The position peaked at $355K in Q4 2024. 142 funds tracked by Wall St. Rank hold FJUL as of Q1 2025.

  • Summit Wealth Partners reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 7,255 FT Vest US Equity Buffer ETF July shares in Q1 2025, an estimated $355K.
  • Summit Wealth Partners first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Summit Wealth Partners's FT Vest US Equity Buffer ETF July position peaked at $355K in Q4 2024.
  • 142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2025.

Based on Summit Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.