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Capital Analysts LLC’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Capital Analysts LLC’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
Q1 		$82K Hold
2,016
– – ﹤0.01% 844
2025
Q4 		$83K Hold
2,016
– – ﹤0.01% 812
2025
Q3 		$82K Hold
2,016
– – ﹤0.01% 776
2025
Q2 		$78K Hold
2,016
– – ﹤0.01% 723
2025
Q1 		$72K Hold
2,016
– – ﹤0.01% 716
2024
Q4 		$74K Hold
2,016
– – ﹤0.01% 679
2024
Q3 		$73K Buy
2,016
+712
+55% +$25K ﹤0.01% 648
2024
Q2 		$45K Hold
1,304
– – ﹤0.01% 720
2024
Q1 		$44K Hold
1,304
– – ﹤0.01% 695
2023
Q4 		$42K Hold
1,304
– – ﹤0.01% 693
2023
Q3 		$39K Buy
+1,304
New +$39.8K ﹤0.01% 662

Other funds holding GJUL

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return