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

Action Point Financial Planning’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
Q2 		$39.8K Buy
+915
New +$39.1K ﹤0.01% 899

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Action Point Financial Planning opened a new position in FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2026: 915 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #899 among its holdings.

125 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Action Point Financial Planning held 915 shares of FT Vest US Equity Moderate Buffer ETF July worth $39.8K as of Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July was a new Action Point Financial Planning position in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #899 holding.
  • 125 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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