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Seven Hills Financial, LLC’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Seven Hills Financial, LLC’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$780K Buy
+17,498
New +$773K 0.47% 32

Other funds holding GJUL

EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Seven Hills Financial, LLC's GJUL Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q3 2026: 17,498 shares worth $780K. The stake represents 0.47% of the portfolio and ranks #32 among its holdings.

9 funds tracked by Wall St. Rank hold GJUL as of Q3 2026.

  • Seven Hills Financial, LLC held 17,498 shares of FT Vest US Equity Moderate Buffer ETF July worth $780K as of Q3 2026.
  • FT Vest US Equity Moderate Buffer ETF July was a new Seven Hills Financial, LLC position in Q3 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.47% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #32 holding.
  • 9 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.