AssetMark Inc
GJUL icon

AssetMark Inc’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

AssetMark Inc’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 		$1.09K Sell
25
-356
-93% -$15.2K ﹤0.01% 3131
2026
Q1 		$15.5K Hold
381
– – ﹤0.01% 2148
2025
Q4 		$15.7K Hold
381
– – ﹤0.01% 2065
2025
Q3 		$15.5K Sell
381
-192
-34% -$7.62K ﹤0.01% 1996
2025
Q2 		$22.2K Sell
573
-529
-48% -$19.3K ﹤0.01% 1779
2025
Q1 		$39.6K Hold
1,102
– – ﹤0.01% 1505
2024
Q4 		$40.4K Sell
1,102
-148
-12% -$5.41K ﹤0.01% 1480
2024
Q3 		$45K Sell
1,250
-2,661
-68% -$93.4K ﹤0.01% 1313
2024
Q2 		$136K Buy
+3,911
New +$133K ﹤0.01% 1061

Other funds holding GJUL

Commonwealth Equity Services
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
AFW
Avantra Family Wealth Mechanicsburg, Pennsylvania $157M AUM 35.53% 1-Year Est. Return

AssetMark Inc's GJUL Position: Q2 2026 in Review

AssetMark Inc reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 93% in Q2 2026, selling an estimated $15.2K and leaving 25 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3131.

AssetMark Inc first reported a position in GJUL in Q2 2024 and has held it in 9 quarters since. The position peaked at $136K in Q2 2024. 64 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • AssetMark Inc held 25 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.09K as of Q2 2026.
  • AssetMark Inc sold 356 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $15.2K.
  • FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3131 holding.
  • AssetMark Inc first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2024 and has held it in 9 quarters since.
  • AssetMark Inc's FT Vest US Equity Moderate Buffer ETF July position peaked at $136K in Q2 2024.
  • 64 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.