United Capital Financial Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

United Capital Financial Advisors’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	$518K	Sell	8,685 -5,389	-38%	-$314K	﹤0.01%	1097
2026 Q1	$771K	Buy	14,074 +1,032	+8%	+$57.7K	﹤0.01%	872
2025 Q4	$729K	Hold	13,042	–	–	﹤0.01%	836
2025 Q3	$714K	Buy	+13,042	New	+$696K	0.01%	752

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

United Capital Financial Advisors's FJUL Position: Q2 2026 in Review

United Capital Financial Advisors reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 38% in Q2 2026, selling an estimated $314K and leaving 8,685 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

United Capital Financial Advisors first reported a position in FJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $771K in Q1 2026. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

United Capital Financial Advisors held 8,685 shares of FT Vest US Equity Buffer ETF July worth $518K as of Q2 2026.
United Capital Financial Advisors sold 5,389 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $314K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1097 holding.
United Capital Financial Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
United Capital Financial Advisors's FT Vest US Equity Buffer ETF July position peaked at $771K in Q1 2026.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.