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 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 $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Daymark Wealth Partners's GJUL Position: Q2 2026 in Review

Daymark Wealth Partners reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 22% in Q2 2026, selling an estimated $171K and leaving 14,199 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #431.

Daymark Wealth Partners first reported a position in GJUL in Q3 2025 and has held it in 4 quarters since. The position peaked at $753K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Daymark Wealth Partners held 14,199 shares of FT Vest US Equity Moderate Buffer ETF July worth $618K as of Q2 2026.
Daymark Wealth Partners sold 4,009 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $171K.
FT Vest US Equity Moderate Buffer ETF July made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #431 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 4 quarters since.
Daymark Wealth Partners's FT Vest US Equity Moderate Buffer ETF July position peaked at $753K 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.