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

XY Planning Network’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	$272K	Sell	6,257 -2,139	-25%	-$91.5K	0.03%	297
2026 Q1	$344K	Hold	8,396	–	–	0.05%	217
2025 Q4	$347K	Hold	8,396	–	–	0.06%	196
2025 Q3	$325K	Hold	8,396	–	–	0.11%	138
2025 Q2	$325K	Buy	+8,396	New	+$307K	0.11%	138

Other funds holding GJUL

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

CHC

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

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 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

XY Planning Network's GJUL Position: Q2 2026 in Review

XY Planning Network reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 25% in Q2 2026, selling an estimated $91.5K and leaving 6,257 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #297.

XY Planning Network first reported a position in GJUL in Q2 2025 and has held it in 5 quarters since. The position peaked at $347K in Q4 2025. 27 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

XY Planning Network held 6,257 shares of FT Vest US Equity Moderate Buffer ETF July worth $272K as of Q2 2026.
XY Planning Network sold 2,139 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $91.5K.
FT Vest US Equity Moderate Buffer ETF July made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #297 holding.
XY Planning Network first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
XY Planning Network's FT Vest US Equity Moderate Buffer ETF July position peaked at $347K in Q4 2025.
27 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.