Grant Private 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
2025
Q3
Sell
-9,363
Closed -$484K 151
2025
Q2
$484K Buy
+9,363
New +$454K 0.27% 41

Other funds holding FJUL

Grant Private Wealth Management's FJUL Position: Q3 2025 in Review

Grant Private Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q3 2025, closing a stake of 9,363 shares — an estimated $484K sold.

Grant Private Wealth Management first reported a position in FJUL in Q2 2025 and held it in 1 quarter. The position peaked at $484K in Q2 2025. 153 funds tracked by Wall St. Rank hold FJUL as of Q3 2025.

  • Grant Private Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • Grant Private Wealth Management sold 9,363 FT Vest US Equity Buffer ETF July shares in Q3 2025, an estimated $484K.
  • Grant Private Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q2 2025 and held it in 1 quarter.
  • Grant Private Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $484K in Q2 2025.
  • 153 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2025.

Based on Grant Private Wealth Management's 13F filing for Q3 2025, filed 7 Oct 2025.