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 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

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

Focus Partners Wealth's GJUL Position: Q2 2026 in Review

Focus Partners Wealth reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 8.8% in Q2 2026, selling an estimated $21.4K and leaving 5,197 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Focus Partners Wealth first reported a position in GJUL in Q2 2024 and has held it in 9 quarters since. The position peaked at $471K in Q3 2024. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Focus Partners Wealth held 5,197 shares of FT Vest US Equity Moderate Buffer ETF July worth $226K as of Q2 2026.
Focus Partners Wealth sold 500 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $21.4K.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2424 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 9 quarters since.
Focus Partners Wealth's FT Vest US Equity Moderate Buffer ETF July position peaked at $471K in Q3 2024.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.