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Csenge Advisory Group’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Csenge Advisory Group’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
2025
Q4 		– Sell
-20,443
Closed -$829K – 726
2025
Q3 		$829K Buy
+20,443
New +$812K 0.04% 329

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
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 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 $377B 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 $74.2B AUM 21.09% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Csenge Advisory Group's GJUL Position: Q4 2025 in Review

Csenge Advisory Group sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 20,443 shares — an estimated $829K sold.

Csenge Advisory Group first reported a position in GJUL in Q3 2025 and held it in 1 quarter. The position peaked at $829K in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • Csenge Advisory Group reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 20,443 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $829K.
  • Csenge Advisory Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Csenge Advisory Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $829K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2025.

Based on Csenge Advisory Group's 13F filing for Q4 2025, filed 6 Feb 2026.