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

Holistic Planning’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
Q1 		$639K Sell
15,673
-1,151
-7% -$47.6K 0.13% 151
2025
Q4 		$695K Sell
16,824
-55
-0.3% -$2.25K 0.15% 129
2025
Q3 		$685K Buy
16,879
+2,784
+20% +$111K 0.18% 100
2025
Q2 		$545K Hold
14,095
– – 0.16% 115
2025
Q1 		$507K Sell
14,095
-286
-2% -$10.5K 0.17% 102
2024
Q4 		$527K Hold
14,381
– – 0.19% 95
2024
Q3 		$518K Buy
+14,381
New +$505K 0.22% 81

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Holistic Planning's GJUL Position: Q1 2026 in Review

Holistic Planning reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 6.8% in Q1 2026, selling an estimated $47.6K and leaving 15,673 shares worth $639K. The position accounts for 0.13% of the portfolio, ranked #151.

Holistic Planning first reported a position in GJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $695K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • Holistic Planning held 15,673 shares of FT Vest US Equity Moderate Buffer ETF July worth $639K as of Q1 2026.
  • Holistic Planning sold 1,151 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2026, an estimated $47.6K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.13% of Holistic Planning's portfolio in Q1 2026, its #151 holding.
  • Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 7 quarters since.
  • Holistic Planning's FT Vest US Equity Moderate Buffer ETF July position peaked at $695K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2026.

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