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 Q2	$528K	Sell	8,860 -575	-6%	-$33.5K	0.31%	79
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 $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

Grantvest Financial Group's FJUL Position: Q2 2026 in Review

Grantvest Financial Group reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 6.1% in Q2 2026, selling an estimated $33.5K and leaving 8,860 shares worth $528K. The position accounts for 0.31% of the portfolio, ranked #79.

Grantvest Financial Group first reported a position in FJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $570K in Q4 2025. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Grantvest Financial Group held 8,860 shares of FT Vest US Equity Buffer ETF July worth $528K as of Q2 2026.
Grantvest Financial Group sold 575 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $33.5K.
FT Vest US Equity Buffer ETF July made up 0.31% of Grantvest Financial Group's portfolio in Q2 2026, its #79 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's FT Vest US Equity Buffer ETF July position peaked at $570K in Q4 2025.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Grantvest Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.