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

Madrona Financial Services’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	$305K	Hold	7,020	–	–	0.06%	99
2026 Q1	$286K	Hold	7,020	–	–	0.06%	92
2025 Q4	$290K	Hold	7,020	–	–	0.06%	94
2025 Q3	$285K	Hold	7,020	–	–	0.06%	87
2025 Q2	$272K	Buy	+7,020	New	+$257K	0.07%	86

Other funds holding GJUL

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Madrona Financial Services's GJUL Position: Q2 2026 in Review

Madrona Financial Services held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 7,020 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #99.

Madrona Financial Services first reported a position in GJUL in Q2 2025 and has held it in 5 quarters since. 16 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Madrona Financial Services held 7,020 shares of FT Vest US Equity Moderate Buffer ETF July worth $305K as of Q2 2026.
Madrona Financial Services left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF July made up 0.06% of Madrona Financial Services's portfolio in Q2 2026, its #99 holding.
Madrona Financial Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
16 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.