Griffith & Werner’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Griffith & Werner’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	$541K	Hold	9,085	–	–	0.25%	42
2026 Q1	$497K	Sell	9,085 -178	-2%	-$9.95K	0.25%	44
2025 Q4	$518K	Sell	9,263 -100	-1%	-$5.52K	0.26%	41
2025 Q3	$518K	Buy	+9,363	New	+$499K	0.27%	41
2025 Q1	$446K	Hold	9,363	–	–	0.28%	43
2024 Q4	$458K	Buy	+9,363	New	+$457K	0.3%	42

Other funds holding FJUL

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

KAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

Griffith & Werner's FJUL Position: Q2 2026 in Review

Griffith & Werner held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 9,085 shares worth $541K. The position accounts for 0.25% of the portfolio, ranked #42.

Griffith & Werner first reported a position in FJUL in Q4 2024 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Griffith & Werner held 9,085 shares of FT Vest US Equity Buffer ETF July worth $541K as of Q2 2026.
Griffith & Werner left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.25% of Griffith & Werner's portfolio in Q2 2026, its #42 holding.
Griffith & Werner first reported a position in FT Vest US Equity Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
63 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.