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

Arkadios 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
2026 Q2	$413K	Hold	9,500	–	–	0.01%	1225
2026 Q1	$387K	Sell	9,500 -257	-3%	-$10.6K	0.01%	1228
2025 Q4	$403K	Sell	9,757 -1,682	-15%	-$68.7K	0.01%	1119
2025 Q3	$464K	Buy	11,439 +4,239	+59%	+$168K	0.01%	965
2025 Q2	$279K	Hold	7,200	–	–	0.01%	1083
2025 Q1	$259K	Hold	7,200	–	–	0.01%	956
2024 Q4	$264K	Buy	+7,200	New	+$263K	0.01%	769

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

Arkadios Wealth Advisors's GJUL Position: Q2 2026 in Review

Arkadios Wealth Advisors held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 9,500 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #1225.

Arkadios Wealth Advisors first reported a position in GJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $464K in Q3 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Arkadios Wealth Advisors held 9,500 shares of FT Vest US Equity Moderate Buffer ETF July worth $413K as of Q2 2026.
Arkadios Wealth Advisors left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1225 holding.
Arkadios Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Arkadios Wealth Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $464K 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.