FJUL β€” FT CBOE VEST US EQUITY BUFFER ETF - JULY

Ownership history in 1776 Wealth LLC  Β·  10 quarters on record

AI Ownership Summary

1776 Wealth LLC reported FT CBOE VEST US EQUITY BUFFER ETF - JULY (FJUL) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.75% in 2024 Q4. The latest visible filing shows FJUL at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FJUL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1776 Wealth LLC's position in FT CBOE VEST US EQUITY BUFFER ETF - JULY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FJUL was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1776 Wealth LLC held FJUL β€” position size vs. price
% of Fund (quarterly)    FJUL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 26,815 β€” 0% 0.56% $1.5M 2026-02-14 (Est.) $56.00
2025 Q3 REDUCED 26,815 -3,811 -12.4% 0.57% $1.5M 2025-11-06 $54.83
2025 Q2 UNCHANGED 30,626 β€” 0% 0.65% $1.6M 2025-08-08 $53.18
2025 Q1 REDUCED 30,626 -2,562 -7.7% 0.67% $1.5M 2025-05-06 $47.62
2024 Q4 REDUCED 33,188 -32 -0.1% 0.75% $1.6M 2025-02-10 $50.04
2024 Q3 ADDED 33,220 +1,369 +4.3% 0.72% $1.6M 2024-11-06 $48.93
2024 Q2 UNCHANGED 31,851 β€” 0% 0.66% $1.5M 2024-08-13 $46.13
2024 Q1 UNCHANGED 31,851 β€” 0% 0.67% $1.4M 2024-05-10 $44.79
2023 Q4 ADDED 31,851 +638 +2.0% 0.66% $1.3M 2024-02-14 $43.05
2023 Q3 INITIATED 31,213 β€” β€” 0.63% $1.2M 2023-11-02 $38.59

FAQ About 1776 Wealth LLC and FJUL

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1776 Wealth LLC reported owning FJUL?

1776 Wealth LLC reported FJUL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported FJUL position in 1776 Wealth LLC's portfolio?

The largest reported portfolio weight for FJUL was 0.75% in 2024 Q4.

What is the latest reported FJUL position on this page?

The most recent filing on this page is 2025 Q4, when 1776 Wealth LLC reported 26,815 shares, equal to 0.56% of portfolio, with an estimated market value of $1.5M.

What does the chart on this FJUL ownership page compare?

The chart compares 1776 Wealth LLC's quarterly FJUL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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