TC
JULM

TownSquare Capital’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

TownSquare Capital’s Portfolio JULM Stock Details JULM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,282
Closed -$541K – 1662
2025
Q1 		$541K Hold
17,282
– – 0.01% 1094
2024
Q4 		$543K Hold
17,282
– – 0.01% 987
2024
Q3 		$538K Buy
+17,282
New +$531K 0.01% 942

Other funds holding JULM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
NG
Norden Group Provo, Utah $1.04B AUM 23.49% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TownSquare Capital's JULM Position: Q2 2025 in Review

TownSquare Capital sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q2 2025, closing a stake of 17,282 shares — an estimated $541K sold.

TownSquare Capital first reported a position in JULM in Q3 2024 and held it in 3 quarters. The position peaked at $543K in Q4 2024. 27 funds tracked by Wall St. Rank hold JULM as of Q2 2025.

  • TownSquare Capital reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q2 2025 after selling out during the quarter.
  • TownSquare Capital sold 17,282 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2025, an estimated $541K.
  • TownSquare Capital first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and held it in 3 quarters.
  • TownSquare Capital's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $543K in Q4 2024.
  • 27 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.