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Diligent Investors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Diligent Investors’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
Q1 		$1.08M Hold
26,493
– – 0.27% 110
2025
Q4 		$1.09M Sell
26,493
-122
-0.5% -$4.98K 0.27% 107
2025
Q3 		$1.08M Buy
26,615
+5,550
+26% +$220K 0.27% 105
2025
Q2 		$815K Hold
21,065
– – 0.19% 141
2025
Q1 		$757K Hold
21,065
– – 0.18% 149
2024
Q4 		$772K Sell
21,065
-500
-2% -$18.3K 0.18% 154
2024
Q3 		$777K Buy
21,565
+9,265
+75% +$325K 0.18% 153
2024
Q2 		$427K Hold
12,300
– – 0.11% 208
2024
Q1 		$417K Hold
12,300
– – 0.1% 213
2023
Q4 		$395K Hold
12,300
– – 0.11% 206
2023
Q3 		$368K Buy
+12,300
New +$375K 0.11% 192

Other funds holding GJUL

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $376B 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 $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return