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Holistic Planning’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Holistic Planning’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
Q1 		$235K Hold
4,298
– – 0.05% 271
2025
Q4 		$240K Hold
4,298
– – 0.05% 250
2025
Q3 		$235K Buy
+4,298
New +$229K 0.06% 203

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Holistic Planning's FJUL Position: Q1 2026 in Review

Holistic Planning held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q1 2026 at 4,298 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #271.

Holistic Planning first reported a position in FJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $240K in Q4 2025. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

  • Holistic Planning held 4,298 shares of FT Vest US Equity Buffer ETF July worth $235K as of Q1 2026.
  • Holistic Planning left its FT Vest US Equity Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Buffer ETF July made up 0.05% of Holistic Planning's portfolio in Q1 2026, its #271 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • Holistic Planning's FT Vest US Equity Buffer ETF July position peaked at $240K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.