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 Q2	$1.13M	Sell	25,993 -500	-2%	-$21.4K	0.25%	113
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 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 22.9% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

Diligent Investors's GJUL Position: Q2 2026 in Review

Diligent Investors reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 1.9% in Q2 2026, selling an estimated $21.4K and leaving 25,993 shares worth $1.13M. The position accounts for 0.25% of the portfolio, ranked #113.

Diligent Investors first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Diligent Investors held 25,993 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.13M as of Q2 2026.
Diligent Investors sold 500 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $21.4K.
FT Vest US Equity Moderate Buffer ETF July made up 0.25% of Diligent Investors's portfolio in Q2 2026, its #113 holding.
Diligent Investors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.