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Wolff Wiese Magana’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Wolff Wiese Magana’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
Q3 		– Sell
-22,368
Closed -$1.16M – 987
2025
Q2 		$1.16M Hold
22,368
– – 0.72% 47
2025
Q1 		$1.07M Hold
22,368
– – 0.73% 45
2024
Q4 		$1.1M Hold
22,368
– – 0.73% 46
2024
Q3 		$1.08M Buy
22,368
+19,876
+798% +$926K 0.74% 45
2024
Q2 		$115K Hold
2,492
– – 0.09% 115
2024
Q1 		$111K Hold
2,492
– – 0.1% 109
2023
Q4 		$104K Buy
+2,492
New +$98.6K 0.1% 109

Other funds holding FJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Osaic Holdings
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

Wolff Wiese Magana's FJUL Position: Q3 2025 in Review

Wolff Wiese Magana sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2025, closing a stake of 22,368 shares — an estimated $1.16M sold.

Wolff Wiese Magana first reported a position in FJUL in Q4 2023 and held it in 7 quarters. The position peaked at $1.16M in Q2 2025. 153 funds tracked by Wall St. Rank hold FJUL as of Q3 2025.

  • Wolff Wiese Magana reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Wolff Wiese Magana sold 22,368 FT Vest US Equity Buffer ETF July shares in Q3 2025, an estimated $1.16M.
  • Wolff Wiese Magana first reported a position in FT Vest US Equity Buffer ETF July in Q4 2023 and held it in 7 quarters.
  • Wolff Wiese Magana's FT Vest US Equity Buffer ETF July position peaked at $1.16M in Q2 2025.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2025.

Based on Wolff Wiese Magana's 13F filing for Q3 2025, filed 28 Oct 2025.