BFI Wealth Solutions’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

BFI Wealth Solutions’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	$244K	Buy	+5,611	New	+$240K	0.18%	75

Other funds holding GJUL

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

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

BFI Wealth Solutions's GJUL Position: Q2 2026 in Review

BFI Wealth Solutions opened a new position in FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2026: 5,611 shares worth $244K. The stake represents 0.18% of the portfolio and ranks #75 among its holdings.

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

BFI Wealth Solutions held 5,611 shares of FT Vest US Equity Moderate Buffer ETF July worth $244K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF July was a new BFI Wealth Solutions position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF July made up 0.18% of BFI Wealth Solutions's portfolio in Q2 2026, its #75 holding.
125 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.