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

Capital A 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
2025
Q2 		– Sell
-30
Closed -$1.08K – 606
2025
Q1 		$1.08K Hold
30
– – ﹤0.01% 524
2024
Q4 		$1.1K Buy
+30
New +$1.1K ﹤0.01% 547

Other funds holding GJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Capital A Wealth Management's GJUL Position: Q2 2025 in Review

Capital A Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2025, closing a stake of 30 shares — an estimated $1.08K sold.

Capital A Wealth Management first reported a position in GJUL in Q4 2024 and held it in 2 quarters. The position peaked at $1.1K in Q4 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q2 2025.

  • Capital A Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 30 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2025, an estimated $1.08K.
  • Capital A Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.1K 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 Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.