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 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 $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

Truist Financial's FJUL Position: Q1 2026 in Review

Truist Financial reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 2.8% in Q1 2026, selling an estimated $52.6K and leaving 33,262 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Truist Financial first reported a position in FJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.92M in Q3 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Truist Financial held 33,262 shares of FT Vest US Equity Buffer ETF July worth $1.82M as of Q1 2026.
Truist Financial sold 941 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $52.6K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1386 holding.
Truist Financial first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
Truist Financial's FT Vest US Equity Buffer ETF July position peaked at $1.92M in Q3 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.