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

Independent Financial Group’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	$206K	Sell	4,745 -1,500	-24%	-$64.1K	﹤0.01%	1467
2026 Q1	$255K	Sell	6,245 -500	-7%	-$20.7K	0.01%	1241
2025 Q4	$279K	Hold	6,745	–	–	0.01%	1185
2025 Q3	$274K	Buy	+6,745	New	+$268K	0.01%	1133

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

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

Independent Financial Group reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 24% in Q2 2026, selling an estimated $64.1K and leaving 4,745 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Independent Financial Group first reported a position in GJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Independent Financial Group held 4,745 shares of FT Vest US Equity Moderate Buffer ETF July worth $206K as of Q2 2026.
Independent Financial Group sold 1,500 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $64.1K.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1467 holding.
Independent Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
Independent Financial Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $279K 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.