Wealth Enhancement Advisory Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Wealth Enhancement Advisory Services’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	$605K	Sell	10,117 -465	-4%	-$27.1K	﹤0.01%	2507
2026 Q1	$583K	Sell	10,582 -3,719	-26%	-$208K	﹤0.01%	2192
2025 Q4	$804K	Sell	14,301 -11,832	-45%	-$653K	﹤0.01%	2102
2025 Q3	$1.43M	Buy	26,133 +13,968	+115%	+$745K	﹤0.01%	1647
2025 Q2	$635K	Sell	12,165 -1,087	-8%	-$52.7K	﹤0.01%	2038
2025 Q1	$631K	Sell	13,252 -578	-4%	-$28.4K	﹤0.01%	1880
2024 Q4	$677K	Buy	+13,830	New	+$675K	﹤0.01%	1779
2024 Q3	–	Sell	-8,763	Closed	-$404K	–	2840
2024 Q2	$404K	Hold	8,763	–	–	﹤0.01%	1777
2024 Q1	$390K	Hold	8,763	–	–	﹤0.01%	1737
2023 Q4	$365K	Hold	8,763	–	–	﹤0.01%	1700
2023 Q3	$336K	Hold	8,763	–	–	﹤0.01%	1670
2023 Q2	$342K	Hold	8,763	–	–	﹤0.01%	408
2023 Q1	$317K	Buy	+8,763	New	+$311K	﹤0.01%	432

Other funds holding FJUL

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

AWM

Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MFN

Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

Wealth Enhancement Advisory Services's FJUL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 4.4% in Q2 2026, selling an estimated $27.1K and leaving 10,117 shares worth $605K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Wealth Enhancement Advisory Services first reported a position in FJUL in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.43M in Q3 2025. 21 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Wealth Enhancement Advisory Services held 10,117 shares of FT Vest US Equity Buffer ETF July worth $605K as of Q2 2026.
Wealth Enhancement Advisory Services sold 465 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $27.1K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2507 holding.
Wealth Enhancement Advisory Services first reported a position in FT Vest US Equity Buffer ETF July in Q1 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's FT Vest US Equity Buffer ETF July position peaked at $1.43M in Q3 2025.
21 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.