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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$25.1K Buy
747
+514
+221% +$17.3K ﹤0.01% 7790
2025
Q4
$7.83K Buy
+233
New +$7.77K ﹤0.01% 8418
2025
Q3
Sell
-1,490
Closed -$48.5K 11138
2025
Q2
$48.5K Buy
1,490
+923
+163% +$29.2K ﹤0.01% 7802
2025
Q1
$17.7K Buy
567
+467
+467% +$14.7K ﹤0.01% 8309
2024
Q4
$3.14K Buy
+100
New +$3.13K ﹤0.01% 8924

Other funds holding JULM

UBS Group's JULM Position: Q1 2026 in Review

UBS Group increased its FT Vest U.S. Equity Max Buffer ETF - July (JULM) stake by 221% in Q1 2026, buying an estimated $17.3K and bringing the position to 747 shares worth $25.1K. The position accounts for ﹤0.01% of the portfolio, ranked #7790.

UBS Group first reported a position in JULM in Q4 2024 and has held it in 5 quarters since. The position peaked at $48.5K in Q2 2025. 38 funds tracked by Wall St. Rank hold JULM as of Q1 2026.

  • UBS Group held 747 shares of FT Vest U.S. Equity Max Buffer ETF - July worth $25.1K as of Q1 2026.
  • UBS Group bought 514 FT Vest U.S. Equity Max Buffer ETF - July shares in Q1 2026, an estimated $17.3K.
  • FT Vest U.S. Equity Max Buffer ETF - July made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7790 holding.
  • UBS Group first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q4 2024 and has held it in 5 quarters since.
  • UBS Group's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $48.5K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.