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Winnow Wealth’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Winnow Wealth’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
2025
Q4 		– Sell
-265
Closed -$14.6K – 609
2025
Q3 		$14.6K Buy
+265
New +$14.1K 0.01% 215
2025
Q1 		– Sell
-626
Closed -$30.5K – 640
2024
Q4 		$30.5K Buy
+626
New +$30.6K 0.03% 163

Other funds holding FJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winnow Wealth's FJUL Position: Q4 2025 in Review

Winnow Wealth sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2025, closing a stake of 265 shares — an estimated $14.6K sold.

Winnow Wealth first reported a position in FJUL in Q4 2024 and held it in 2 quarters. The position peaked at $30.5K in Q4 2024. 164 funds tracked by Wall St. Rank hold FJUL as of Q4 2025.

  • Winnow Wealth reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Winnow Wealth sold 265 FT Vest US Equity Buffer ETF July shares in Q4 2025, an estimated $14.6K.
  • Winnow Wealth first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and held it in 2 quarters.
  • Winnow Wealth's FT Vest US Equity Buffer ETF July position peaked at $30.5K in Q4 2024.
  • 164 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2025.

Based on Winnow Wealth's 13F filing for Q4 2025, filed 11 Feb 2026.