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
2026 Q2	$25.9K	Buy	+435	New	+$25.3K	﹤0.01%	2911
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

Other funds holding FJUL

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $79.5B AUM 27.1% 1-Year Est. Return

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Global Retirement Partners's FJUL Position: Q2 2026 in Review

Global Retirement Partners opened a new position in FT Vest US Equity Buffer ETF July (FJUL) in Q2 2026: 435 shares worth $25.9K. The stake represents ﹤0.01% of the portfolio and ranks #2911 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FJUL as recently as Q4 2025.

Global Retirement Partners first reported a position in FJUL in Q4 2024 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Global Retirement Partners held 435 shares of FT Vest US Equity Buffer ETF July worth $25.9K as of Q2 2026.
FT Vest US Equity Buffer ETF July was a new Global Retirement Partners position in Q2 2026.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2911 holding.
Global Retirement Partners first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 5 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.