WWM
QCJL

Westwood Wealth Management’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Westwood Wealth Management’s Portfolio QCJL Stock Details QCJL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-78,626
Closed -$1.87M – 128
2025
Q4 		$1.87M Buy
+78,626
New +$1.85M 1.4% 24

Other funds holding QCJL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LWM
Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westwood Wealth Management's QCJL Position: Q1 2026 in Review

Westwood Wealth Management sold out of FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) in Q1 2026, closing a stake of 78,626 shares — an estimated $1.87M sold.

Westwood Wealth Management first reported a position in QCJL in Q4 2025 and held it in 1 quarter. The position peaked at $1.87M in Q4 2025. 58 funds tracked by Wall St. Rank hold QCJL as of Q1 2026.

  • Westwood Wealth Management reported no remaining FT Vest Nasdaq-100 Conservative Buffer ETF - July position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 78,626 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q1 2026, an estimated $1.87M.
  • Westwood Wealth Management first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $1.87M in Q4 2025.
  • 58 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.