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Sequent Planning’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Sequent Planning’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 		$314K Sell
7,218
-728
-9% -$31.1K 0.07% 213
2026
Q1 		$324K Hold
7,946
– – 0.08% 168
2025
Q4 		$328K Sell
7,946
-590
-7% -$24.1K 0.08% 164
2025
Q3 		$346K Buy
+8,536
New +$339K 0.1% 145
2024
Q4 		– Sell
-11,162
Closed -$402K – 146
2024
Q3 		$402K Buy
+11,162
New +$392K 0.14% 100

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Sequent Planning's GJUL Position: Q2 2026 in Review

Sequent Planning reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 9.2% in Q2 2026, selling an estimated $31.1K and leaving 7,218 shares worth $314K. The position accounts for 0.07% of the portfolio, ranked #213.

Sequent Planning first reported a position in GJUL in Q3 2024 and has held it in 5 quarters since. The position peaked at $402K in Q3 2024. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Sequent Planning held 7,218 shares of FT Vest US Equity Moderate Buffer ETF July worth $314K as of Q2 2026.
  • Sequent Planning sold 728 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $31.1K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.07% of Sequent Planning's portfolio in Q2 2026, its #213 holding.
  • Sequent Planning first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 5 quarters since.
  • Sequent Planning's FT Vest US Equity Moderate Buffer ETF July position peaked at $402K in Q3 2024.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.