LPL Financial
GJUL icon

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

LPL Financial’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 		$11.1M Sell
255,516
-4,334
-2% -$185K ﹤0.01% 2040
2026
Q1 		$10.6M Sell
259,850
-6,627
-2% -$274K ﹤0.01% 1948
2025
Q4 		$11M Buy
266,477
+10,243
+4% +$418K ﹤0.01% 1851
2025
Q3 		$10.4M Sell
256,234
-3,051
-1% -$121K ﹤0.01% 1827
2025
Q2 		$10M Buy
259,285
+97,874
+61% +$3.58M ﹤0.01% 1709
2025
Q1 		$5.8M Buy
161,411
+12,513
+8% +$461K ﹤0.01% 2026
2024
Q4 		$5.46M Buy
148,898
+116,078
+354% +$4.24M ﹤0.01% 2013
2024
Q3 		$1.18M Buy
32,820
+810
+3% +$28.4K ﹤0.01% 3231
2024
Q2 		$1.11M Buy
32,010
+2,740
+9% +$93.4K ﹤0.01% 3152
2024
Q1 		$991K Buy
+29,270
New +$964K ﹤0.01% 3188

Other funds holding GJUL

Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

LPL Financial's GJUL Position: Q2 2026 in Review

LPL Financial reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 1.7% in Q2 2026, selling an estimated $185K and leaving 255,516 shares worth $11.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

LPL Financial first reported a position in GJUL in Q1 2024 and has held it in 10 quarters since. 72 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • LPL Financial held 255,516 shares of FT Vest US Equity Moderate Buffer ETF July worth $11.1M as of Q2 2026.
  • LPL Financial sold 4,334 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $185K.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2040 holding.
  • LPL Financial first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q1 2024 and has held it in 10 quarters since.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.