CreativeOne Wealth’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
$1.74M Sell
40,045
-2,137
-5% -$91.4K 0.04% 394
2026
Q1
$1.72M Sell
42,182
-1
-0% -$41 0.04% 394
2025
Q4
$1.74M Sell
42,183
-122
-0.3% -$4.98K 0.04% 362
2025
Q3
$1.72M Buy
42,305
+19,985
+90% +$794K 0.04% 376
2025
Q2
$864K Buy
22,320
+38
+0.2% +$1.39K 0.02% 581
2025
Q1
$801K Hold
22,282
0.02% 555
2024
Q4
$817K Hold
22,282
0.03% 539
2024
Q3
$803K Buy
+22,282
New +$782K 0.03% 501

Other funds holding GJUL

CreativeOne Wealth's GJUL Position: Q2 2026 in Review

CreativeOne Wealth reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 5.1% in Q2 2026, selling an estimated $91.4K and leaving 40,045 shares worth $1.74M. The position accounts for 0.04% of the portfolio, ranked #394.

CreativeOne Wealth first reported a position in GJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.74M in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • CreativeOne Wealth held 40,045 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.74M as of Q2 2026.
  • CreativeOne Wealth sold 2,137 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $91.4K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.04% of CreativeOne Wealth's portfolio in Q2 2026, its #394 holding.
  • CreativeOne Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
  • CreativeOne Wealth's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.74M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.