Sunbelt Securities’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Sunbelt Securities’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	$702K	Buy	12,824 +2,000	+18%	+$112K	0.04%	331
2025 Q4	$605K	Hold	10,824	–	–	0.04%	349
2025 Q3	$592K	Sell	10,824 -2,932	-21%	-$156K	0.04%	344
2025 Q2	$674K	Buy	13,756 +6,954	+102%	+$337K	0.06%	282
2025 Q1	$324K	Sell	6,802 -6,954	-51%	-$342K	0.03%	435
2024 Q4	$676K	Sell	13,756 -1,446	-10%	-$70.6K	0.06%	281
2024 Q3	$731K	Buy	15,202 +190	+1%	+$8.85K	0.07%	262
2024 Q2	$691K	Hold	15,012	–	–	0.07%	253
2024 Q1	$667K	Sell	15,012 -1,148	-7%	-$49.3K	0.07%	247
2023 Q4	$673K	Sell	16,160 -867	-5%	-$34.3K	0.08%	246
2023 Q3	$653K	Buy	17,027 +2,665	+19%	+$105K	0.09%	232
2023 Q2	$560K	Sell	14,362 -1,735	-11%	-$64.1K	0.08%	260
2023 Q1	$576K	Sell	16,097 -578	-3%	-$20.5K	0.09%	233
2022 Q4	$572K	Hold	16,675	–	–	0.11%	223
2022 Q3	$541K	Buy	+16,675	New	+$577K	0.11%	218

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

Sunbelt Securities's FJUL Position: Q1 2026 in Review

Sunbelt Securities increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 18% in Q1 2026, buying an estimated $112K and bringing the position to 12,824 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #331.

Sunbelt Securities first reported a position in FJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $731K in Q3 2024. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Sunbelt Securities held 12,824 shares of FT Vest US Equity Buffer ETF July worth $702K as of Q1 2026.
Sunbelt Securities bought 2,000 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $112K.
FT Vest US Equity Buffer ETF July made up 0.04% of Sunbelt Securities's portfolio in Q1 2026, its #331 holding.
Sunbelt Securities first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
Sunbelt Securities's FT Vest US Equity Buffer ETF July position peaked at $731K in Q3 2024.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.