Topsail Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Topsail Wealth Management’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	$10.9K	Hold	200	–	–	﹤0.01%	268
2025 Q4	$11.2K	Hold	200	–	–	﹤0.01%	244
2025 Q3	$10.9K	Hold	200	–	–	﹤0.01%	233
2025 Q2	$10.3K	Hold	200	–	–	﹤0.01%	220
2025 Q1	$9.53K	Hold	200	–	–	﹤0.01%	209
2024 Q4	$9.79K	Buy	+200	New	+$9.77K	﹤0.01%	189

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

Topsail Wealth Management's FJUL Position: Q1 2026 in Review

Topsail Wealth Management held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 200 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #268.

Topsail Wealth Management first reported a position in FJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.2K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Topsail Wealth Management held 200 shares of FT Vest US Equity Buffer ETF July worth $10.9K as of Q1 2026.
Topsail Wealth Management left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Topsail Wealth Management's portfolio in Q1 2026, its #268 holding.
Topsail Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Topsail Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $11.2K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.