Focus Partners Wealth’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Focus Partners Wealth’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 Q3	$232K	Hold	5,197	–	–	﹤0.01%	2505
2026 Q2	$226K	Sell	5,197 -500	-9%	-$21.4K	﹤0.01%	2424
2026 Q1	$232K	Sell	5,697 -4,115	-42%	-$170K	﹤0.01%	2325
2025 Q4	$406K	Hold	9,812	–	–	﹤0.01%	2041
2025 Q3	$398K	Sell	9,812 -900	-8%	-$35.7K	﹤0.01%	1705
2025 Q2	$414K	Hold	10,712	–	–	﹤0.01%	1534
2025 Q1	$385K	Sell	10,712 -1,065	-9%	-$39.2K	﹤0.01%	1461
2024 Q4	$432K	Sell	11,777 -1,303	-10%	-$47.6K	﹤0.01%	1392
2024 Q3	$471K	Buy	13,080 +1,425	+12%	+$50K	﹤0.01%	1169
2024 Q2	$405K	Buy	+11,655	New	+$397K	﹤0.01%	996

Other funds holding GJUL

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $213M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Focus Partners Wealth's GJUL Position: Q3 2026 in Review

Focus Partners Wealth held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q3 2026 at 5,197 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2505.

Focus Partners Wealth first reported a position in GJUL in Q2 2024 and has held it in 10 quarters since. The position peaked at $471K in Q3 2024. 84 funds tracked by Wall St. Rank hold GJUL as of Q3 2026.

Focus Partners Wealth held 5,197 shares of FT Vest US Equity Moderate Buffer ETF July worth $232K as of Q3 2026.
Focus Partners Wealth left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q3 2026.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Focus Partners Wealth's portfolio in Q3 2026, its #2505 holding.
Focus Partners Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2024 and has held it in 10 quarters since.
Focus Partners Wealth's FT Vest US Equity Moderate Buffer ETF July position peaked at $471K in Q3 2024.
84 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2026.

Based on Focus Partners Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.