Independent Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Independent Financial Group’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	$240K	Sell	4,031 -312	-7%	-$18.2K	﹤0.01%	1376
2026 Q1	$238K	Hold	4,343	–	–	0.01%	1292
2025 Q4	$243K	Hold	4,343	–	–	0.01%	1251
2025 Q3	$238K	Hold	4,343	–	–	0.01%	1202
2025 Q2	$225K	Hold	4,343	–	–	0.01%	1173
2025 Q1	$207K	Hold	4,343	–	–	0.01%	1100
2024 Q4	$213K	Hold	4,343	–	–	0.01%	1067
2024 Q3	$209K	Buy	+4,343	New	+$202K	0.01%	1058

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

Independent Financial Group's FJUL Position: Q2 2026 in Review

Independent Financial Group reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 7.2% in Q2 2026, selling an estimated $18.2K and leaving 4,031 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Independent Financial Group first reported a position in FJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $243K in Q4 2025. 157 funds tracked by Wall St. Rank hold FJUL as of Q2 2026.

Independent Financial Group held 4,031 shares of FT Vest US Equity Buffer ETF July worth $240K as of Q2 2026.
Independent Financial Group sold 312 FT Vest US Equity Buffer ETF July shares in Q2 2026, an estimated $18.2K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1376 holding.
Independent Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
Independent Financial Group's FT Vest US Equity Buffer ETF July position peaked at $243K in Q4 2025.
157 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.