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FSB Premier Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

FSB Premier Wealth Management’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
Q1 		$470K Hold
11,528
– – 0.15% 144
2025
Q4 		$476K Sell
11,528
-1
-0% -$41 0.15% 142
2025
Q3 		$468K Buy
11,529
+1,680
+17% +$66.7K 0.15% 141
2025
Q2 		$381K Hold
9,849
– – 0.14% 150
2025
Q1 		$354K Hold
9,849
– – 0.14% 152
2024
Q4 		$361K Hold
9,849
– – 0.14% 149
2024
Q3 		$355K Buy
+9,849
New +$346K 0.15% 149

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

FSB Premier Wealth Management's GJUL Position: Q1 2026 in Review

FSB Premier Wealth Management held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q1 2026 at 11,528 shares worth $470K. The position accounts for 0.15% of the portfolio, ranked #144.

FSB Premier Wealth Management first reported a position in GJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $476K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • FSB Premier Wealth Management held 11,528 shares of FT Vest US Equity Moderate Buffer ETF July worth $470K as of Q1 2026.
  • FSB Premier Wealth Management left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.15% of FSB Premier Wealth Management's portfolio in Q1 2026, its #144 holding.
  • FSB Premier Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
  • FSB Premier Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $476K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.