Goldenstone Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$781K Hold
13,115
0.51% 39
2026
Q1
$718K Sell
13,115
-50
-0.4% -$2.8K 0.52% 40
2025
Q4
$736K Buy
+13,165
New +$726K 0.55% 36

Other funds holding FJUL

Goldenstone Wealth Management's FJUL Position: Q2 2026 in Review

Goldenstone Wealth Management held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 13,115 shares worth $781K. The position accounts for 0.51% of the portfolio, ranked #39.

Goldenstone Wealth Management first reported a position in FJUL in Q4 2025 and has held it in 3 quarters since. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

  • Goldenstone Wealth Management held 13,115 shares of FT Vest US Equity Buffer ETF July worth $781K as of Q2 2026.
  • Goldenstone Wealth Management left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Buffer ETF July made up 0.51% of Goldenstone Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Goldenstone Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
  • 157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Goldenstone Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.