IFP Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

IFP Advisors’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	$49.7K	Sell	1,142 -852	-43%	-$36.4K	﹤0.01%	2402
2026 Q1	$81.3K	Hold	1,994	–	–	﹤0.01%	1976
2025 Q4	$82.4K	Hold	1,994	–	–	﹤0.01%	1919
2025 Q3	$80.9K	Sell	1,994 -3	-0.2%	-$119	﹤0.01%	1817
2025 Q2	$77.2K	Sell	1,997 -33,807	-94%	-$1.24M	﹤0.01%	1797
2025 Q1	$1.29M	Sell	35,804 -307,505	-90%	-$11.3M	0.04%	484
2024 Q4	$12.6M	Sell	343,309 -5,424	-2%	-$198K	0.41%	41
2024 Q3	$12.6M	Buy	348,733 +1,734	+0.5%	+$60.9K	0.45%	39
2024 Q2	$12.1M	Sell	346,999 -16,132	-4%	-$550K	0.48%	38
2024 Q1	$12.3M	Buy	363,131 +11,190	+3%	+$369K	0.54%	38
2023 Q4	$11.3M	Buy	351,941 +347,805	+8,409%	+$10.7M	0.53%	35
2023 Q3	$124K	Buy	+4,136	New	+$126K	0.01%	1162

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

IFP Advisors's GJUL Position: Q2 2026 in Review

IFP Advisors reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 43% in Q2 2026, selling an estimated $36.4K and leaving 1,142 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

IFP Advisors first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q4 2024. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

IFP Advisors held 1,142 shares of FT Vest US Equity Moderate Buffer ETF July worth $49.7K as of Q2 2026.
IFP Advisors sold 852 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $36.4K.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2402 holding.
IFP Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
IFP Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $12.6M in Q4 2024.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.