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 Q2	$88K	Hold	2,016	–	–	﹤0.01%	877
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

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

Capital Analysts LLC's GJUL Position: Q2 2026 in Review

Capital Analysts LLC held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 2,016 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #877.

Capital Analysts LLC 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.

Capital Analysts LLC held 2,016 shares of FT Vest US Equity Moderate Buffer ETF July worth $88K as of Q2 2026.
Capital Analysts LLC 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 ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #877 holding.
Capital Analysts LLC 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.