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 Q2	$321K	Sell	7,371 -1,469	-17%	-$62.8K	﹤0.01%	1453
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 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

AE Wealth Management's GJUL Position: Q2 2026 in Review

AE Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 17% in Q2 2026, selling an estimated $62.8K and leaving 7,371 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

AE Wealth Management first reported a position in GJUL in Q3 2023 and has held it in 9 quarters since. The position peaked at $60.9M in Q3 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

AE Wealth Management held 7,371 shares of FT Vest US Equity Moderate Buffer ETF July worth $321K as of Q2 2026.
AE Wealth Management sold 1,469 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $62.8K.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1453 holding.
AE Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 9 quarters since.
AE Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $60.9M 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 AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.