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

Larson 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	–	Sell	-1,893	Closed	-$82.3K	–	3924
2026 Q2	$82.3K	Hold	1,893	–	–	﹤0.01%	1281
2026 Q1	$77.2K	Hold	1,893	–	–	﹤0.01%	1116
2025 Q4	$78.2K	Hold	1,893	–	–	﹤0.01%	1027
2025 Q3	$76.8K	Buy	+1,893	New	+$75.2K	﹤0.01%	997
2023 Q4	–	Sell	-668	Closed	-$20K	–	1843
2023 Q3	$20K	Buy	+668	New	+$20.4K	﹤0.01%	811

Other funds holding GJUL

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $213M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Larson Financial Group sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q3 2026, closing a stake of 1,893 shares — an estimated $82.3K sold.

Larson Financial Group first reported a position in GJUL in Q3 2023 and held it in 5 quarters. The position peaked at $82.3K in Q2 2026. 119 funds tracked by Wall St. Rank hold GJUL as of Q3 2026.

Larson Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q3 2026 after selling out during the quarter.
Larson Financial Group sold 1,893 FT Vest US Equity Moderate Buffer ETF July shares in Q3 2026, an estimated $82.3K.
Larson Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 5 quarters.
Larson Financial Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $82.3K in Q2 2026.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.