Hartford Financial Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Hartford Financial Management’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	$270K	Sell	6,215 -3,575	-37%	-$153K	0.06%	126
2026 Q1	$399K	Sell	9,790 -1,279	-12%	-$52.9K	0.1%	115
2025 Q4	$457K	Sell	11,069 -25,638	-70%	-$1.05M	0.12%	105
2025 Q3	$1.49M	Sell	36,707 -115,065	-76%	-$4.57M	0.39%	63
2025 Q2	$5.87M	Buy	+151,772	New	+$5.55M	1.61%	15

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 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

Hartford Financial Management's GJUL Position: Q2 2026 in Review

Hartford Financial Management reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 37% in Q2 2026, selling an estimated $153K and leaving 6,215 shares worth $270K. The position accounts for 0.06% of the portfolio, ranked #126.

Hartford Financial Management first reported a position in GJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.87M in Q2 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Hartford Financial Management held 6,215 shares of FT Vest US Equity Moderate Buffer ETF July worth $270K as of Q2 2026.
Hartford Financial Management sold 3,575 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $153K.
FT Vest US Equity Moderate Buffer ETF July made up 0.06% of Hartford Financial Management's portfolio in Q2 2026, its #126 holding.
Hartford Financial Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
Hartford Financial Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $5.87M in Q2 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Hartford Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.