WESPAC Advisors SoCal’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

WESPAC Advisors SoCal’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	–	Sell	-4,462	Closed	-$244K	–	126
2026 Q1	$244K	Sell	4,462 -107	-2%	-$5.98K	0.05%	108
2025 Q4	$255K	Sell	4,569 -585	-11%	-$32.3K	0.05%	103
2025 Q3	$282K	Sell	5,154 -90	-2%	-$4.8K	0.06%	98
2025 Q2	$271K	Sell	5,244 -347	-6%	-$16.8K	0.06%	95
2025 Q1	$266K	Sell	5,591 -534	-9%	-$26.2K	0.07%	94
2024 Q4	$300K	Buy	6,125 +260	+4%	+$12.7K	0.07%	90
2024 Q3	$282K	Buy	+5,865	New	+$273K	0.07%	87

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

WESPAC Advisors SoCal's FJUL Position: Q2 2026 in Review

WESPAC Advisors SoCal sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026, closing a stake of 4,462 shares — an estimated $244K sold.

WESPAC Advisors SoCal first reported a position in FJUL in Q3 2024 and held it in 7 quarters. The position peaked at $300K in Q4 2024. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

WESPAC Advisors SoCal reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2026 after selling out during the quarter.
WESPAC Advisors SoCal sold 4,462 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $244K.
WESPAC Advisors SoCal first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and held it in 7 quarters.
WESPAC Advisors SoCal's FT Vest US Equity Buffer ETF July position peaked at $300K in Q4 2024.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.