Cetera Investment Advisers
GJUL icon

Cetera Investment Advisers’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Cetera Investment Advisers’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 		$9.63M Sell
236,272
-1,274
-0.5% -$52.7K 0.01% 1081
2025
Q4 		$9.82M Sell
237,546
-5,065
-2% -$207K 0.01% 1039
2025
Q3 		$9.84M Buy
242,611
+40,348
+20% +$1.6M 0.01% 995
2025
Q2 		$7.83M Sell
202,263
-42,939
-18% -$1.57M 0.01% 946
2025
Q1 		$8.81M Buy
245,202
+63,558
+35% +$2.34M 0.02% 833
2024
Q4 		$6.66M Sell
181,644
-25,748
-12% -$941K 0.01% 896
2024
Q3 		$7.47M Buy
207,392
+54,879
+36% +$1.93M 0.02% 817
2024
Q2 		$5.3M Sell
152,513
-10,793
-7% -$368K 0.01% 963
2024
Q1 		$5.53M Buy
163,306
+118,445
+264% +$3.9M 0.01% 931
2023
Q4 		$1.44M Sell
44,861
-428
-0.9% -$13.2K 0.01% 924
2023
Q3 		$1.36M Buy
+45,289
New +$1.38M 0.01% 916

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return