Daymark Wealth Partners’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Daymark Wealth Partners’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 Q3	$599K	Sell	13,450 -749	-5%	-$33.1K	0.01%	467
2026 Q2	$618K	Sell	14,199 -4,009	-22%	-$171K	0.02%	431
2026 Q1	$742K	Hold	18,208	–	–	0.02%	347
2025 Q4	$753K	Sell	18,208 -178	-1%	-$7.27K	0.02%	323
2025 Q3	$746K	Buy	+18,386	New	+$730K	0.03%	318

Other funds holding GJUL

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $213M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $576M AUM 21.79% 1-Year Est. Return

Daymark Wealth Partners's GJUL Position: Q3 2026 in Review

Daymark Wealth Partners reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 5.3% in Q3 2026, selling an estimated $33.1K and leaving 13,450 shares worth $599K. The position accounts for 0.01% of the portfolio, ranked #467.

Daymark Wealth Partners first reported a position in GJUL in Q3 2025 and has held it in 5 quarters since. The position peaked at $753K in Q4 2025. 103 funds tracked by Wall St. Rank hold GJUL as of Q3 2026.

Daymark Wealth Partners held 13,450 shares of FT Vest US Equity Moderate Buffer ETF July worth $599K as of Q3 2026.
Daymark Wealth Partners sold 749 FT Vest US Equity Moderate Buffer ETF July shares in Q3 2026, an estimated $33.1K.
FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #467 holding.
Daymark Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and has held it in 5 quarters since.
Daymark Wealth Partners's FT Vest US Equity Moderate Buffer ETF July position peaked at $753K in Q4 2025.
103 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.