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Global Retirement Partners’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Global Retirement Partners’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
2025
Q4 		$24.3K Hold
435
– – ﹤0.01% 2782
2025
Q3 		$23.8K Hold
435
– – ﹤0.01% 2313
2025
Q2 		$22.5K Buy
+435
New +$21.1K ﹤0.01% 2231
2024
Q4 		$21.3K Buy
+435
New +$21.2K ﹤0.01% 2052

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Cetera Investment Advisers
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AssetMark Inc
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Commonwealth Equity Services
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MML Investors Services
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RFG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Retirement Partners's FJUL Position: Q4 2025 in Review

Global Retirement Partners held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q4 2025 at 435 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Global Retirement Partners first reported a position in FJUL in Q4 2024 and has held it in 4 quarters since. 164 funds tracked by Wall St. Rank hold FJUL as of Q4 2025.

  • Global Retirement Partners held 435 shares of FT Vest US Equity Buffer ETF July worth $24.3K as of Q4 2025.
  • Global Retirement Partners left its FT Vest US Equity Buffer ETF July share count unchanged in Q4 2025.
  • FT Vest US Equity Buffer ETF July made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2782 holding.
  • Global Retirement Partners first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 4 quarters since.
  • 164 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.