AWM
GJUL icon

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

AE Wealth Management’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
Q1 		$360K Sell
8,840
-8,356
-49% -$346K ﹤0.01% 1276
2025
Q4 		$711K Sell
17,196
-1,485,326
-99% -$60.6M ﹤0.01% 912
2025
Q3 		$60.9M Buy
1,502,522
+1,502,347
+858,484% +$59.7M 0.39% 57
2025
Q2 		$6.77K Sell
175
-3,214
-95% -$117K ﹤0.01% 1924
2025
Q1 		$122K Sell
3,389
-1,286
-28% -$47.3K ﹤0.01% 1394
2024
Q4 		$171K Buy
+4,675
New +$171K ﹤0.01% 1308
2024
Q1 		– Sell
-373,280
Closed -$12.2M – 1477
2023
Q4 		$12.2M Sell
373,280
-63,081
-14% -$1.94M 0.06% 351
2023
Q3 		$13.1M Buy
+436,361
New +$13.3M 0.08% 315

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return