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Benson Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Benson Wealth Management’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 		$52.2K Hold
1,200
– – 0.05% 101
2026
Q1 		$48.9K Hold
1,200
– – 0.07% 95
2025
Q4 		$49.6K Buy
+1,200
New +$49K 0.06% 91

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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

Benson Wealth Management's GJUL Position: Q2 2026 in Review

Benson Wealth Management held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 1,200 shares worth $52.2K. The position accounts for 0.05% of the portfolio, ranked #101.

Benson Wealth Management first reported a position in GJUL in Q4 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Benson Wealth Management held 1,200 shares of FT Vest US Equity Moderate Buffer ETF July worth $52.2K as of Q2 2026.
  • Benson Wealth Management left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.05% of Benson Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Benson Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Benson Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.