Creative Financial Designs’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Creative Financial Designs’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	$94.3K	Hold	2,168	–	–	﹤0.01%	816
2026 Q1	$88.4K	Sell	2,168 -11,525	-84%	-$477K	0.01%	717
2025 Q4	$566K	Hold	13,693	–	–	0.04%	312
2025 Q3	$555K	Buy	13,693 +9,260	+209%	+$368K	0.04%	312
2025 Q2	$172K	Hold	4,433	–	–	0.01%	524
2025 Q1	$159K	Hold	4,433	–	–	0.01%	504
2024 Q4	$163K	Hold	4,433	–	–	0.01%	495
2024 Q3	$160K	Buy	+4,433	New	+$156K	0.01%	505

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

Schulz Wealth Mansfield, Texas $194M AUM

Creative Financial Designs's GJUL Position: Q2 2026 in Review

Creative Financial Designs held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 2,168 shares worth $94.3K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Creative Financial Designs first reported a position in GJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $566K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Creative Financial Designs held 2,168 shares of FT Vest US Equity Moderate Buffer ETF July worth $94.3K as of Q2 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q2 2026, its #816 holding.
Creative Financial Designs first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
Creative Financial Designs's FT Vest US Equity Moderate Buffer ETF July position peaked at $566K in Q4 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.