MBL Wealth’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

MBL Wealth’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	$348K	Hold	8,000	–	–	0.02%	259
2026 Q1	$326K	Hold	8,000	–	–	0.02%	246
2025 Q4	$331K	Buy	+8,000	New	+$327K	0.03%	226

Other funds holding GJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

MBL Wealth's GJUL Position: Q2 2026 in Review

MBL Wealth held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 8,000 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #259.

MBL Wealth first reported a position in GJUL in Q4 2025 and has held it in 3 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

MBL Wealth held 8,000 shares of FT Vest US Equity Moderate Buffer ETF July worth $348K as of Q2 2026.
MBL Wealth 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 0.02% of MBL Wealth's portfolio in Q2 2026, its #259 holding.
MBL Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2025 and has held it in 3 quarters since.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.