NOVEM GROUP FJUL — FT VEST U.S. EQUITY BUFFER ETF - JULY

Ownership history in NOVEM GROUP  ·  5 quarters on record

AI Ownership Summary

NOVEM GROUP reported FT VEST U.S. EQUITY BUFFER ETF - JULY (FJUL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.7% in 2024 Q4. The latest visible filing shows FJUL at 0.62% 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 NOVEM GROUP's position in FT VEST U.S. 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 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% 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
2024 Q4 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.

FJUL stock page NOVEM GROUP fund profile NOVEM GROUP full holdings
How NOVEM GROUP held FJUL — position size vs. price
% of Fund (quarterly)    FJUL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 96,343 -485 -0.5% 0.62% $5.4M 2026-01-27 $56.49
2025 Q3 ADDED — — — 96,828 +7,625 +8.5% 0.62% $5.3M 2025-11-10 $55.29
2025 Q2 REDUCED — — — 89,203 -400 -0.4% 0.58% $4.6M 2025-07-16 $52.32
2025 Q1 REDUCED 8.9% +8.6% ❌ 89,603 -8,745 -8.9% 0.60% $4.3M 2025-04-28 $47.18
2024 Q4 INITIATED — — — 98,348 — — 0.70% $4.8M 2025-02-18 $50.35

🏢 Other funds also holding FJUL

As of 2026 Q1 — sorted by position size

SMART Wealth LLC 1.59% REAP Financial Group, LLC 1.52% Aurora Private Wealth, Inc. 3Y 1.31% FWG Investments, LLC. 0.89% Keystone Wealth Services, LLC 3Y 0.77% BECK CAPITAL MANAGEMENT, LLC 3Y 7Y 0.72% Integrity Financial Corp /WA 3Y 0.69% Onyx Bridge Wealth Group LLC 3Y 0.64% 1776 Wealth LLC 3Y 0.58% Goldenstone Wealth Management LLC 0.52%

FAQ About NOVEM GROUP and FJUL

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

How long has NOVEM GROUP reported owning FJUL?

NOVEM GROUP reported FJUL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FJUL position in NOVEM GROUP's portfolio?

The largest reported portfolio weight for FJUL was 0.70% in 2024 Q4.

What is the latest reported FJUL position on this page?

The most recent filing on this page is 2025 Q4, when NOVEM GROUP reported 96,343 shares, equal to 0.62% of portfolio, with an estimated market value of $5.4M.

What does the chart on this FJUL ownership page compare?

The chart compares NOVEM GROUP'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.

How well did NOVEM GROUP time their FJUL position?

Based on 13F filing dates vs. subsequent FJUL price moves, NOVEM GROUP correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on FJUL relative to SPY over the holding period was -2.7%.

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