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

Grantvest Financial Group’s Portfolio GJUL Stock Details GJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Sell	5,884 -268	-4%	-$11.5K	0.15%	164
2026 Q1	$251K	Sell	6,152 -253	-4%	-$10.5K	0.16%	147
2025 Q4	$265K	Sell	6,405 -2,163	-25%	-$88.3K	0.17%	139
2025 Q3	$348K	Sell	8,568 -1,034	-11%	-$41.1K	0.24%	97
2025 Q2	$372K	Hold	9,602	–	–	0.28%	84
2025 Q1	$345K	Hold	9,602	–	–	0.28%	87
2024 Q4	$352K	Buy	+9,602	New	+$351K	0.39%	80

Other funds holding GJUL

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

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

Grantvest Financial Group reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 4.4% in Q2 2026, selling an estimated $11.5K and leaving 5,884 shares worth $256K. The position accounts for 0.15% of the portfolio, ranked #164.

Grantvest Financial Group first reported a position in GJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $372K in Q2 2025. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Grantvest Financial Group held 5,884 shares of FT Vest US Equity Moderate Buffer ETF July worth $256K as of Q2 2026.
Grantvest Financial Group sold 268 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $11.5K.
FT Vest US Equity Moderate Buffer ETF July made up 0.15% of Grantvest Financial Group's portfolio in Q2 2026, its #164 holding.
Grantvest Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $372K in Q2 2025.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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