Truist Financial’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Truist Financial’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 Q2	$1.37M	Sell	22,938 -10,324	-31%	-$601K	﹤0.01%	1590
2026 Q1	$1.82M	Sell	33,262 -941	-3%	-$52.6K	﹤0.01%	1386
2025 Q4	$1.91M	Sell	34,203 -939	-3%	-$51.8K	﹤0.01%	1315
2025 Q3	$1.92M	Buy	35,142 +3,915	+13%	+$209K	﹤0.01%	1357
2025 Q2	$1.62M	Sell	31,227 -84	-0.3%	-$4.07K	﹤0.01%	1385
2025 Q1	$1.49M	Sell	31,311 -3,533	-10%	-$174K	﹤0.01%	1353
2024 Q4	$1.71M	Sell	34,844 -3,030	-8%	-$148K	﹤0.01%	1303
2024 Q3	$1.82M	Buy	37,874 +12,368	+48%	+$576K	﹤0.01%	1274
2024 Q2	$1.17M	Sell	25,506 -7,500	-23%	-$336K	﹤0.01%	1523
2024 Q1	$1.47M	Buy	33,006 +770	+2%	+$33.1K	﹤0.01%	1436
2023 Q4	$1.34M	Sell	32,236 -984	-3%	-$38.9K	﹤0.01%	1467
2023 Q3	$1.27M	Buy	33,220 +27,186	+451%	+$1.07M	﹤0.01%	1460
2023 Q2	$235K	Sell	6,034 -9,089	-60%	-$336K	﹤0.01%	2368
2023 Q1	$547K	Hold	15,123	–	–	﹤0.01%	1925
2022 Q4	$519K	Sell	15,123 -8,144	-35%	-$278K	﹤0.01%	1927
2022 Q3	$755K	Buy	+23,267	New	+$806K	﹤0.01%	1618

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Truist Financial's FJUL Position: Q2 2026 in Review

Truist Financial reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 31% in Q2 2026, selling an estimated $601K and leaving 22,938 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Truist Financial first reported a position in FJUL in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.92M in Q3 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Truist Financial held 22,938 shares of FT Vest US Equity Buffer ETF July worth $1.37M as of Q2 2026.
Truist Financial sold 10,324 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $601K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1590 holding.
Truist Financial first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 16 quarters since.
Truist Financial's FT Vest US Equity Buffer ETF July position peaked at $1.92M in Q3 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.