Avidian Wealth Enterprises’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Avidian Wealth Enterprises’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	$862K	Hold	19,826	–	–	0.02%	355
2026 Q1	$808K	Hold	19,826	–	–	0.03%	328
2025 Q4	$819K	Hold	19,826	–	–	0.03%	262
2025 Q3	$804K	Hold	19,826	–	–	0.03%	259
2025 Q2	$767K	Hold	19,826	–	–	0.03%	244
2025 Q1	$713K	Sell	19,826 -1,755	-8%	-$64.6K	0.03%	241
2024 Q4	$791K	Hold	21,581	–	–	0.04%	224
2024 Q3	$778K	Buy	21,581 +8,888	+70%	+$312K	0.04%	222
2024 Q2	$441K	Hold	12,693	–	–	0.02%	316
2024 Q1	$430K	Hold	12,693	–	–	0.02%	290
2023 Q4	$407K	Hold	12,693	–	–	0.03%	296
2023 Q3	$380K	Buy	+12,693	New	+$387K	0.03%	291

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

Avidian Wealth Enterprises's GJUL Position: Q2 2026 in Review

Avidian Wealth Enterprises held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 19,826 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #355.

Avidian Wealth Enterprises first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Avidian Wealth Enterprises held 19,826 shares of FT Vest US Equity Moderate Buffer ETF July worth $862K as of Q2 2026.
Avidian Wealth Enterprises 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 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #355 holding.
Avidian Wealth Enterprises first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.