Grantvest Financial Group’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$565K	Sell	22,538 -1,734	-7%	-$42.8K	0.33%	75
2026 Q1	$568K	Sell	24,272 -470	-2%	-$11.2K	0.37%	69
2025 Q4	$587K	Sell	24,742 -398	-2%	-$9.34K	0.38%	64
2025 Q3	$585K	Buy	25,140 +7,011	+39%	+$160K	0.4%	58
2025 Q2	$405K	Sell	18,129 -54	-0.3%	-$1.14K	0.3%	80
2025 Q1	$370K	Hold	18,183	–	–	0.3%	80
2024 Q4	$381K	Buy	+18,183	New	+$378K	0.43%	74

Other funds holding QCJL

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

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

Grantvest Financial Group reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 7.1% in Q2 2026, selling an estimated $42.8K and leaving 22,538 shares worth $565K. The position accounts for 0.33% of the portfolio, ranked #75.

Grantvest Financial Group first reported a position in QCJL in Q4 2024 and has held it in 7 quarters since. The position peaked at $587K in Q4 2025. 56 funds tracked by Wall St. Rank hold QCJL as of Q2 2026.

Grantvest Financial Group held 22,538 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $565K as of Q2 2026.
Grantvest Financial Group sold 1,734 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q2 2026, an estimated $42.8K.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up 0.33% of Grantvest Financial Group's portfolio in Q2 2026, its #75 holding.
Grantvest Financial Group first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q4 2024 and has held it in 7 quarters since.
Grantvest Financial Group's FT Vest Nasdaq-100 Conservative Buffer ETF - July position peaked at $587K in Q4 2025.
56 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2026.

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