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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$639K	Sell
2025 Q4	$695K	Sell
2025 Q3	$685K	Buy
2025 Q2	$545K	Hold
2025 Q1	$507K	Sell
2024 Q4	$527K	Hold
2024 Q3	$518K	Buy