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 Q3	$211K	Hold	4,745	–	–	﹤0.01%	1477
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

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SHFL

Seven Hills Financial, LLC Tallahassee, Florida $166M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Independent Financial Group's GJUL Position: Q3 2026 in Review

Independent Financial Group held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q3 2026 at 4,745 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Independent Financial Group first reported a position in GJUL in Q3 2025 and has held it in 5 quarters since. The position peaked at $279K in Q4 2025. 9 funds tracked by Wall St. Rank hold GJUL as of Q3 2026.

Independent Financial Group held 4,745 shares of FT Vest US Equity Moderate Buffer ETF July worth $211K as of Q3 2026.
Independent Financial Group left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q3 2026.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1477 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 5 quarters since.
Independent Financial Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $279K in Q4 2025.
9 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.