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COMPASS FINANCIAL MANAGEMENT LLC’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$222 Buy
+5
New +$214 ﹤0.01% 1477

Other funds holding GJUL

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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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GJUL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2026: 5 shares worth $222. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 5 shares of FT Vest US Equity Moderate Buffer ETF July worth $222 as of Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1477 holding.
  • 92 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.