Global Assets Advisory’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Global Assets Advisory’s Portfolio QCJL Stock Details QCJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$420K	Hold	16,000	–	–	0.09%	210
2026 Q2	$401K	Buy	+16,000	New	+$394K	0.09%	222
2026 Q1	–	Sell	-16,000	Closed	-$380K	–	569
2025 Q4	$380K	Hold	16,000	–	–	0.11%	187
2025 Q3	$373K	Buy	+16,000	New	+$365K	0.11%	183

Other funds holding QCJL

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

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

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

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

Lionshead Wealth Management New York $148M AUM 20.05% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

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

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Global Assets Advisory's QCJL Position: Q3 2026 in Review

Global Assets Advisory held its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) position steady in Q3 2026 at 16,000 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #210.

Global Assets Advisory first reported a position in QCJL in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold QCJL as of Q3 2026.

Global Assets Advisory held 16,000 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $420K as of Q3 2026.
Global Assets Advisory left its FT Vest Nasdaq-100 Conservative Buffer ETF - July share count unchanged in Q3 2026.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.09% of Global Assets Advisory's portfolio in Q3 2026, its #210 holding.
Global Assets Advisory first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q3 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.