Concurrent Investment Advisors’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
2026
Q2
$1.11M Sell
25,448
-37
-0.1% -$1.58K 0.01% 962
2026
Q1
$1.04M Buy
+25,485
New +$1.05M 0.01% 863

Other funds holding GJUL

Concurrent Investment Advisors's GJUL Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 0.15% in Q2 2026, selling an estimated $1.58K and leaving 25,448 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #962.

Concurrent Investment Advisors first reported a position in GJUL in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Concurrent Investment Advisors held 25,448 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.11M as of Q2 2026.
  • Concurrent Investment Advisors sold 37 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $1.58K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #962 holding.
  • Concurrent Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.