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 Q2	$256K	Hold	4,298	–	–	0.04%	297
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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

RFG

REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Holistic Planning's FJUL Position: Q2 2026 in Review

Holistic Planning held its FT Vest US Equity Buffer ETF July (FJUL) position steady in Q2 2026 at 4,298 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #297.

Holistic Planning first reported a position in FJUL in Q3 2025 and has held it in 4 quarters since. 158 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Holistic Planning held 4,298 shares of FT Vest US Equity Buffer ETF July worth $256K as of Q2 2026.
Holistic Planning left its FT Vest US Equity Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Buffer ETF July made up 0.04% of Holistic Planning's portfolio in Q2 2026, its #297 holding.
Holistic Planning first reported a position in FT Vest US Equity Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
158 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.