Superior Planning, LLC’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Superior Planning, 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	$54.2K	Buy	+1,216	New	+$53.7K	0.02%	361

Other funds holding GJUL

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LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $213M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Superior Planning, LLC's GJUL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q3 2026: 1,216 shares worth $54.2K. The stake represents 0.02% of the portfolio and ranks #361 among its holdings.

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

Superior Planning, LLC held 1,216 shares of FT Vest US Equity Moderate Buffer ETF July worth $54.2K as of Q3 2026.
FT Vest US Equity Moderate Buffer ETF July was a new Superior Planning, LLC position in Q3 2026.
FT Vest US Equity Moderate Buffer ETF July made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #361 holding.
94 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.