Grantvest Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Grantvest Financial Group’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 Q1	$516K	Sell	9,435 -763	-7%	-$42.7K	0.33%	74
2025 Q4	$570K	Hold	10,198	–	–	0.37%	68
2025 Q3	$558K	Buy	10,198 +1,198	+13%	+$63.9K	0.39%	65
2025 Q2	$466K	Sell	9,000 -37	-0.4%	-$1.79K	0.35%	71
2025 Q1	$430K	Hold	9,037	–	–	0.35%	69
2024 Q4	$443K	Buy	+9,037	New	+$441K	0.49%	61

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Grantvest Financial Group's FJUL Position: Q1 2026 in Review

Grantvest Financial Group reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 7.5% in Q1 2026, selling an estimated $42.7K and leaving 9,435 shares worth $516K. The position accounts for 0.33% of the portfolio, ranked #74.

Grantvest Financial Group first reported a position in FJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $570K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Grantvest Financial Group held 9,435 shares of FT Vest US Equity Buffer ETF July worth $516K as of Q1 2026.
Grantvest Financial Group sold 763 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $42.7K.
FT Vest US Equity Buffer ETF July made up 0.33% of Grantvest Financial Group's portfolio in Q1 2026, its #74 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
Grantvest Financial Group's FT Vest US Equity Buffer ETF July position peaked at $570K in Q4 2025.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.