Chicago Partners Investment Group’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Chicago Partners Investment Group’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	$322K	Hold	7,418	–	–	0.01%	1206
2026 Q1	$315K	Hold	7,418	–	–	0.01%	1112
2025 Q4	$308K	Hold	7,418	–	–	0.01%	1017
2025 Q3	$304K	Hold	7,418	–	–	0.01%	941
2025 Q2	$293K	Hold	7,418	–	–	0.01%	853
2025 Q1	$267K	Hold	7,418	–	–	0.01%	738
2024 Q4	$273K	Hold	7,418	–	–	0.01%	693
2024 Q3	$268K	Hold	7,418	–	–	0.01%	655
2024 Q2	$258K	Hold	7,418	–	–	0.01%	638
2024 Q1	$248K	Hold	7,418	–	–	0.01%	622
2023 Q4	$241K	Sell	7,418 -32	-0.4%	-$984	0.01%	594
2023 Q3	$221K	Buy	+7,450	New	+$227K	0.01%	581

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

Chicago Partners Investment Group's GJUL Position: Q2 2026 in Review

Chicago Partners Investment Group held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 7,418 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #1206.

Chicago Partners Investment Group first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Chicago Partners Investment Group held 7,418 shares of FT Vest US Equity Moderate Buffer ETF July worth $322K as of Q2 2026.
Chicago Partners Investment Group 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 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1206 holding.
Chicago Partners Investment Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.