Beacon Financial Advisory’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-9,070
Closed -$326K 358
2025
Q1
$326K Hold
9,070
0.1% 232
2024
Q4
$333K Hold
9,070
0.11% 211
2024
Q3
$327K Buy
+9,070
New +$318K 0.11% 205

Other funds holding GJUL

Beacon Financial Advisory's GJUL Position: Q2 2025 in Review

Beacon Financial Advisory sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2025, closing a stake of 9,070 shares — an estimated $326K sold.

Beacon Financial Advisory first reported a position in GJUL in Q3 2024 and held it in 3 quarters. The position peaked at $333K in Q4 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q2 2025.

  • Beacon Financial Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Beacon Financial Advisory sold 9,070 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2025, an estimated $326K.
  • Beacon Financial Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 3 quarters.
  • Beacon Financial Advisory's FT Vest US Equity Moderate Buffer ETF July position peaked at $333K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2025.

Based on Beacon Financial Advisory's 13F filing for Q2 2025, filed 22 Jul 2025.