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

Prospera 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	$691K	Sell	15,883 -250	-2%	-$10.7K	0.01%	915
2026 Q1	$658K	Sell	16,133 -1,413	-8%	-$58.5K	0.01%	890
2025 Q4	$725K	Sell	17,546 -650	-4%	-$26.5K	0.01%	798
2025 Q3	$738K	Buy	18,196 +10,405	+134%	+$413K	0.01%	794
2025 Q2	$301K	Hold	7,791	–	–	0.01%	1102
2025 Q1	$280K	Sell	7,791 -183	-2%	-$6.74K	0.01%	1016
2024 Q4	$292K	Hold	7,974	–	–	0.01%	942
2024 Q3	$287K	Hold	7,974	–	–	0.01%	938
2024 Q2	$277K	Hold	7,974	–	–	0.01%	948
2024 Q1	$270K	Hold	7,974	–	–	0.01%	935
2023 Q4	$256K	Hold	7,974	–	–	0.01%	909
2023 Q3	$239K	Buy	+7,974	New	+$243K	0.01%	889

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

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

Prospera Financial Services reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 1.5% in Q2 2026, selling an estimated $10.7K and leaving 15,883 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #915.

Prospera Financial Services first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $738K in Q3 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Prospera Financial Services held 15,883 shares of FT Vest US Equity Moderate Buffer ETF July worth $691K as of Q2 2026.
Prospera Financial Services sold 250 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $10.7K.
FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #915 holding.
Prospera Financial Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Prospera Financial Services's FT Vest US Equity Moderate Buffer ETF July position peaked at $738K in Q3 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.