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

Triumph Capital Management’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
2026 Q2	–	Sell	-1,545	Closed	-$51.8K	–	1922
2026 Q1	$51.8K	Hold	1,545	–	–	0.01%	631
2025 Q4	$51.9K	Buy	+1,545	New	+$51.5K	0.01%	604

Other funds holding JULM

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CWA

Crusonia Wealth Advisors Denver, Colorado $609M AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Triumph Capital Management's JULM Position: Q2 2026 in Review

Triumph Capital Management sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q2 2026, closing a stake of 1,545 shares — an estimated $51.8K sold.

Triumph Capital Management first reported a position in JULM in Q4 2025 and held it in 2 quarters. The position peaked at $51.9K in Q4 2025. 15 funds tracked by Wall St. Rank hold JULM as of Q2 2026.

Triumph Capital Management reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q2 2026 after selling out during the quarter.
Triumph Capital Management sold 1,545 FT Vest U.S. Equity Max Buffer ETF - July shares in Q2 2026, an estimated $51.8K.
Triumph Capital Management first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q4 2025 and held it in 2 quarters.
Triumph Capital Management's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $51.9K in Q4 2025.
15 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.