Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-6,807
Closed -$245K – 1584
2025
Q1 		$245K Sell
6,807
-2,661
-28% -$97.9K ﹤0.01% 1393
2024
Q4 		$347K Buy
9,468
+804
+9% +$29.4K ﹤0.01% 1430
2024
Q3 		$312K Buy
+8,664
New +$304K ﹤0.01% 1433

Other funds holding GJUL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Envestnet Portfolio Solutions's GJUL Position: Q2 2025 in Review

Envestnet Portfolio Solutions sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2025, closing a stake of 6,807 shares — an estimated $245K sold.

Envestnet Portfolio Solutions first reported a position in GJUL in Q3 2024 and held it in 3 quarters. The position peaked at $347K in Q4 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q2 2025.

  • Envestnet Portfolio Solutions reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,807 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2025, an estimated $245K.
  • Envestnet Portfolio Solutions first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's FT Vest US Equity Moderate Buffer ETF July position peaked at $347K in Q4 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.