Action Point Financial Planning’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Action Point Financial Planning’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
2026 Q2	$244K	Buy	+4,090	New	+$238K	0.02%	396

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Action Point Financial Planning's FJUL Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026: 4,090 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #396 among its holdings.

157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Action Point Financial Planning held 4,090 shares of FT Vest US Equity Buffer ETF July worth $244K as of Q2 2026.
FT Vest US Equity Buffer ETF July was a new Action Point Financial Planning position in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.02% of Action Point Financial Planning's portfolio in Q2 2026, its #396 holding.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.