BFC Planning, Inc.’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

BFC Planning, Inc.’s Portfolio FJUL Stock Details FJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Hold	2,146	–	–	0.01%	1126
2026 Q1	$117K	Hold	2,146	–	–	0.01%	1054
2025 Q4	$120K	Hold	2,146	–	–	0.01%	1048
2025 Q3	$117K	Hold	2,146	–	–	0.01%	867
2025 Q2	$111K	Hold	2,146	–	–	0.01%	843
2025 Q1	$102K	Hold	2,146	–	–	0.01%	858
2024 Q4	$105K	Buy	+2,146	New	+$105K	0.01%	850

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

REAP Financial Group Austin, Texas $611M AUM 16.39% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BFC Planning, Inc.'s FJUL Position: Q2 2026 in Review

BFC Planning, Inc. held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 2,146 shares worth $128K. The position accounts for 0.01% of the portfolio, ranked #1126.

BFC Planning, Inc. first reported a position in FJUL in Q4 2024 and has held it in 7 quarters since. 160 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

BFC Planning, Inc. held 2,146 shares of FT Vest US Equity Buffer ETF July worth $128K as of Q2 2026.
BFC Planning, Inc. left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1126 holding.
BFC Planning, Inc. first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
160 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.