Arete Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Arete Wealth Advisors’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
2025 Q4	–	Sell	-5,800	Closed	-$235K	–	509
2025 Q3	$235K	Hold	5,800	–	–	0.01%	683
2025 Q2	$224K	Hold	5,800	–	–	0.02%	659
2025 Q1	$208K	Hold	5,800	–	–	0.02%	663
2024 Q4	$212K	Hold	5,800	–	–	0.02%	679
2024 Q3	$209K	Buy	+5,800	New	+$204K	0.02%	642

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Arete Wealth Advisors's GJUL Position: Q4 2025 in Review

Arete Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 5,800 shares — an estimated $235K sold.

Arete Wealth Advisors first reported a position in GJUL in Q3 2024 and held it in 5 quarters. The position peaked at $235K in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

Arete Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 5,800 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $235K.
Arete Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 5 quarters.
Arete Wealth Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $235K in Q3 2025.
130 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.