UBS Group
FJUL icon

UBS Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-1,539
Closed -$84.2K – 10710
2025
Q3 		$84.2K Sell
1,539
-12,306
-89% -$656K ﹤0.01% 7238
2025
Q2 		$716K Sell
13,845
-2,743
-17% -$133K ﹤0.01% 5720
2025
Q1 		$790K Buy
16,588
+16,248
+4,779% +$798K ﹤0.01% 5485
2024
Q4 		$16.6K Buy
+340
New +$16.6K ﹤0.01% 7999
2024
Q3 		– Sell
-15,084
Closed -$695K – 9661
2024
Q2 		$695K Buy
15,084
+13,551
+884% +$607K ﹤0.01% 4743
2024
Q1 		$68.1K Sell
1,533
-605
-28% -$26K ﹤0.01% 6376
2023
Q4 		$89K Buy
2,138
+1,916
+863% +$75.8K ﹤0.01% 6236
2023
Q3 		$8.51K Sell
222
-3,673
-94% -$144K ﹤0.01% 7183
2023
Q2 		$152K Sell
3,895
-154
-4% -$5.69K ﹤0.01% 5676
2023
Q1 		$146K Buy
4,049
+39
+1% +$1.38K ﹤0.01% 5628
2022
Q4 		$138K Buy
+4,010
New +$137K ﹤0.01% 5797
2022
Q3 		– Sell
-1,238
Closed -$41K – 10512
2022
Q2 		$41K Sell
1,238
-752
-38% -$25.6K ﹤0.01% 6072
2022
Q1 		$72K Buy
1,990
+187
+10% +$6.64K ﹤0.01% 6149
2021
Q4 		$66K Sell
1,803
-1,414
-44% -$50.7K ﹤0.01% 6672
2021
Q3 		$111K Buy
+3,217
New +$113K ﹤0.01% 5766
2021
Q2 		– Sell
-1,517
Closed -$52K – 9499
2021
Q1 		$52K Sell
1,517
-1,031
-40% -$34.4K ﹤0.01% 6497
2020
Q4 		$84K Buy
2,548
+2,399
+1,610% +$77K ﹤0.01% 5797
2020
Q3 		$5K Buy
+149
New +$4.61K ﹤0.01% 7300

Other funds holding FJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group's FJUL Position: Q4 2025 in Review

UBS Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2025, closing a stake of 1,539 shares — an estimated $84.2K sold.

UBS Group first reported a position in FJUL in Q3 2020 and held it in 18 quarters. The position peaked at $790K in Q1 2025. 165 funds tracked by Wall St. Rank hold FJUL as of Q4 2025.

  • UBS Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 1,539 FT Vest US Equity Buffer ETF July shares in Q4 2025, an estimated $84.2K.
  • UBS Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2020 and held it in 18 quarters.
  • UBS Group's FT Vest US Equity Buffer ETF July position peaked at $790K in Q1 2025.
  • 165 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.