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Wood Tarver Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Wood Tarver Financial Group’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
-1,148
Closed -$59K – 318
2025
Q2 		$59K Buy
1,148
+1,028
+857% +$49.8K 0.02% 274
2025
Q1 		$5.72K Hold
120
– – ﹤0.01% 453
2024
Q4 		$5K Buy
+120
New +$5.86K ﹤0.01% 443

Other funds holding FJUL

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $94B AUM 20.14% 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 $71.6B AUM 21.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Wood Tarver Financial Group's FJUL Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2025, closing a stake of 1,148 shares — an estimated $59K sold.

Wood Tarver Financial Group first reported a position in FJUL in Q4 2024 and held it in 3 quarters. The position peaked at $59K in Q2 2025. 153 funds tracked by Wall St. Rank hold FJUL as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 1,148 FT Vest US Equity Buffer ETF July shares in Q3 2025, an estimated $59K.
  • Wood Tarver Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's FT Vest US Equity Buffer ETF July position peaked at $59K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.