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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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
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
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

Ergawealth Advisors's GJUL Position: Q2 2026 in Review

Ergawealth Advisors held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 7,369 shares worth $320K. The position accounts for 0.12% of the portfolio, ranked #40.

Ergawealth Advisors first reported a position in GJUL in Q3 2025 and has held it in 4 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Ergawealth Advisors held 7,369 shares of FT Vest US Equity Moderate Buffer ETF July worth $320K as of Q2 2026.
  • Ergawealth Advisors left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q2 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.12% of Ergawealth Advisors's portfolio in Q2 2026, its #40 holding.
  • Ergawealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and has held it in 4 quarters since.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.