Synergy Asset Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History
Bought
Maintained
Sold
Other funds holding FJUL
RFG
Synergy Asset Management's FJUL Position: Q2 2026 in Review
Synergy Asset Management reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 15% in Q2 2026, selling an estimated $234K and leaving 23,313 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #99.
Synergy Asset Management first reported a position in FJUL in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.16M in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.
- Synergy Asset Management held 23,313 shares of FT Vest US Equity Buffer ETF July worth $1.39M as of Q2 2026.
- Synergy Asset Management sold 4,022 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $234K.
- FT Vest US Equity Buffer ETF July made up 0.13% of Synergy Asset Management's portfolio in Q2 2026, its #99 holding.
- Synergy Asset Management first reported a position in FT Vest US Equity Buffer ETF July in Q1 2025 and has held it in 6 quarters since.
- Synergy Asset Management's FT Vest US Equity Buffer ETF July position peaked at $4.16M in Q3 2025.
- 158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.
Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.