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 Q2	$636K	Sell	14,614 -1,059	-7%	-$45.3K	0.1%	178
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 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

Holistic Planning's GJUL Position: Q2 2026 in Review

Holistic Planning reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 6.8% in Q2 2026, selling an estimated $45.3K and leaving 14,614 shares worth $636K. The position accounts for 0.1% of the portfolio, ranked #178.

Holistic Planning first reported a position in GJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $695K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Holistic Planning held 14,614 shares of FT Vest US Equity Moderate Buffer ETF July worth $636K as of Q2 2026.
Holistic Planning sold 1,059 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $45.3K.
FT Vest US Equity Moderate Buffer ETF July made up 0.1% of Holistic Planning's portfolio in Q2 2026, its #178 holding.
Holistic Planning first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 8 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 Q2 2026.

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