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

Larson 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 Q1	$9.85K	Sell	180 -20	-10%	-$1.12K	﹤0.01%	2263
2025 Q4	$11.2K	Hold	200	–	–	﹤0.01%	2054
2025 Q3	$10.9K	Hold	200	–	–	﹤0.01%	1971
2025 Q2	$10.3K	Hold	200	–	–	﹤0.01%	1796
2025 Q1	$9.53K	Hold	200	–	–	﹤0.01%	1659
2024 Q4	$9.79K	Hold	200	–	–	﹤0.01%	1492
2024 Q3	$9.62K	Sell	200 -386	-66%	-$18K	﹤0.01%	1493
2024 Q2	$27K	Hold	586	–	–	﹤0.01%	974
2024 Q1	$26K	Hold	586	–	–	﹤0.01%	832
2023 Q4	$24.4K	Sell	586 -568	-49%	-$22.5K	﹤0.01%	801
2023 Q3	$44.3K	Hold	1,154	–	–	﹤0.01%	644
2023 Q2	$45K	Hold	1,154	–	–	﹤0.01%	579
2023 Q1	$41.7K	Buy	1,154 +954	+477%	+$33.8K	﹤0.01%	590
2022 Q4	$6.86K	Hold	200	–	–	﹤0.01%	965
2022 Q3	$6K	Buy	+200	New	+$6.93K	﹤0.01%	915

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RFG

REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's FJUL Position: Q1 2026 in Review

Larson Financial Group reduced its FT Vest US Equity Buffer ETF July (FJUL) stake by 10% in Q1 2026, selling an estimated $1.12K and leaving 180 shares worth $9.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2263.

Larson Financial Group first reported a position in FJUL in Q3 2022 and has held it in 15 quarters since. The position peaked at $45K in Q2 2023. 147 funds tracked by Wall St. Rank hold FJUL as of Q1 2026.

Larson Financial Group held 180 shares of FT Vest US Equity Buffer ETF July worth $9.85K as of Q1 2026.
Larson Financial Group sold 20 FT Vest US Equity Buffer ETF July shares in Q1 2026, an estimated $1.12K.
FT Vest US Equity Buffer ETF July made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2263 holding.
Larson Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and has held it in 15 quarters since.
Larson Financial Group's FT Vest US Equity Buffer ETF July position peaked at $45K in Q2 2023.
147 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.