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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

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

Larson Financial Group held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q1 2026 at 1,893 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

Larson Financial Group first reported a position in GJUL in Q3 2023 and has held it in 4 quarters since. The position peaked at $78.2K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • Larson Financial Group held 1,893 shares of FT Vest US Equity Moderate Buffer ETF July worth $77.2K as of Q1 2026.
  • Larson Financial Group left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1116 holding.
  • Larson Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 4 quarters since.
  • Larson Financial Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $78.2K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2026.

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