CA
GJUL icon

CWC Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

CWC Advisors’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
Q3 		– Sell
-8,555
Closed -$331K – 148
2025
Q2 		$331K Buy
8,555
+5
+0.1% +$183 0.17% 113
2025
Q1 		$307K Hold
8,550
– – 0.18% 111
2024
Q4 		$313K Sell
8,550
-17
-0.2% -$621 0.31% 85
2024
Q3 		$309K Buy
+8,567
New +$301K 0.3% 86

Other funds holding GJUL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
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
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 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

CWC Advisors's GJUL Position: Q3 2025 in Review

CWC Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q3 2025, closing a stake of 8,555 shares — an estimated $331K sold.

CWC Advisors first reported a position in GJUL in Q3 2024 and held it in 4 quarters. The position peaked at $331K in Q2 2025. 141 funds tracked by Wall St. Rank hold GJUL as of Q3 2025.

  • CWC Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q3 2025 after selling out during the quarter.
  • CWC Advisors sold 8,555 FT Vest US Equity Moderate Buffer ETF July shares in Q3 2025, an estimated $331K.
  • CWC Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 4 quarters.
  • CWC Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $331K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2025.

Based on CWC Advisors's 13F filing for Q3 2025, filed 10 Oct 2025.