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 Q2	$428K	Sell	9,851 -1,677	-15%	-$71.7K	0.12%	157
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 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

FSB Premier Wealth Management's GJUL Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 15% in Q2 2026, selling an estimated $71.7K and leaving 9,851 shares worth $428K. The position accounts for 0.12% of the portfolio, ranked #157.

FSB Premier Wealth Management first reported a position in GJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $476K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

FSB Premier Wealth Management held 9,851 shares of FT Vest US Equity Moderate Buffer ETF July worth $428K as of Q2 2026.
FSB Premier Wealth Management sold 1,677 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $71.7K.
FT Vest US Equity Moderate Buffer ETF July made up 0.12% of FSB Premier Wealth Management's portfolio in Q2 2026, its #157 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 8 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 Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.