Avantra Family Wealth’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Avantra Family Wealth’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	$1.89M	Buy	43,372 +126	+0.3%	+$5.39K	1.2%	18
2026 Q1	$1.76M	Buy	43,246 +214	+0.5%	+$8.86K	1.31%	13
2025 Q4	$1.78M	Buy	43,032 +762	+2%	+$31.1K	1.29%	13
2025 Q3	$1.71M	Buy	42,270 +35	+0.1%	+$1.39K	1.28%	15
2025 Q2	$1.63M	Buy	42,235 +1,285	+3%	+$47K	1.35%	16
2025 Q1	$1.47M	Sell	40,950 -224	-0.5%	-$8.24K	1.41%	8
2024 Q4	$1.51M	Buy	+41,174	New	+$1.5M	1.41%	9

Other funds holding GJUL

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Avantra Family Wealth's GJUL Position: Q2 2026 in Review

Avantra Family Wealth increased its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 0.29% in Q2 2026, buying an estimated $5.39K and bringing the position to 43,372 shares worth $1.89M. The position accounts for 1.2% of the portfolio, ranked #18.

Avantra Family Wealth first reported a position in GJUL in Q4 2024 and has held it in 7 quarters since. 51 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Avantra Family Wealth held 43,372 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.89M as of Q2 2026.
Avantra Family Wealth bought 126 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $5.39K.
FT Vest US Equity Moderate Buffer ETF July made up 1.2% of Avantra Family Wealth's portfolio in Q2 2026, its #18 holding.
Avantra Family Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
51 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.