Ergawealth Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Ergawealth Advisors’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	$328K	Hold	7,369	–	–	0.13%	38
2026 Q2	$320K	Hold	7,369	–	–	0.12%	40
2026 Q1	$300K	Hold	7,369	–	–	0.13%	43
2025 Q4	$305K	Hold	7,369	–	–	0.14%	38
2025 Q3	$299K	Buy	+7,369	New	+$293K	0.14%	43

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Ergawealth Advisors's GJUL Position: Q3 2026 in Review

Ergawealth Advisors held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q3 2026 at 7,369 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #38.

Ergawealth Advisors first reported a position in GJUL in Q3 2025 and has held it in 5 quarters since. 119 funds tracked by Wall St. Rank hold GJUL as of Q3 2026.

Ergawealth Advisors held 7,369 shares of FT Vest US Equity Moderate Buffer ETF July worth $328K as of Q3 2026.
Ergawealth Advisors left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q3 2026.
FT Vest US Equity Moderate Buffer ETF July made up 0.13% of Ergawealth Advisors's portfolio in Q3 2026, its #38 holding.
Ergawealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and has held it in 5 quarters since.
119 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.