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FJUL icon

Center for Financial Planning’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Center for 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 		$35.7K Hold
600
– – ﹤0.01% 365
2026
Q1 		$32.8K Hold
600
– – ﹤0.01% 359
2025
Q4 		$33.5K Hold
600
– – ﹤0.01% 349
2025
Q3 		$32.8K Hold
600
– – ﹤0.01% 360
2025
Q2 		$31K Hold
600
– – ﹤0.01% 349
2025
Q1 		$28.6K Hold
600
– – ﹤0.01% 352
2024
Q4 		$29.4K Hold
600
– – ﹤0.01% 313
2024
Q3 		$28.9K Hold
600
– – ﹤0.01% 306
2024
Q2 		$27.6K Hold
600
– – ﹤0.01% 298
2024
Q1 		$26.7K Buy
+600
New +$25.8K ﹤0.01% 301

Other funds holding FJUL

OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
SAM
Synergy Asset Management Vancouver, Washington $1.06B AUM 36.26% 1-Year Est. Return
APW
Aurora Private Wealth Rockaway, New Jersey $158M AUM
AWM
Accel Wealth Management Waverly, Iowa $444M AUM 31.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
MFN
Midwest Financial Network Tinley Park, Illinois $146M AUM 14.3% 1-Year Est. Return

Center for Financial Planning's FJUL Position: Q2 2026 in Review

Center for Financial Planning held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 600 shares worth $35.7K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Center for Financial Planning first reported a position in FJUL in Q1 2024 and has held it in 10 quarters since. 40 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Center for Financial Planning held 600 shares of FT Vest US Equity Buffer ETF July worth $35.7K as of Q2 2026.
  • Center for Financial Planning left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF July made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #365 holding.
  • Center for Financial Planning first reported a position in FT Vest US Equity Buffer ETF July in Q1 2024 and has held it in 10 quarters since.
  • 40 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.