Axxcess Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Axxcess Wealth Management’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	$329K	Buy	+7,560	New	+$323K	0.01%	832

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

Axxcess Wealth Management's GJUL Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2026: 7,560 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #832 among its holdings.

126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Axxcess Wealth Management held 7,560 shares of FT Vest US Equity Moderate Buffer ETF July worth $329K as of Q2 2026.
FT Vest US Equity Moderate Buffer ETF July was a new Axxcess Wealth Management position in Q2 2026.
FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #832 holding.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.