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Evolution Wealth Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Evolution Wealth Management’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
Q4 		– Sell
-976
Closed -$39.6K – 764
2025
Q3 		$39.6K Hold
976
– – 0.04% 223
2025
Q2 		$37.8K Buy
+976
New +$35.7K 0.05% 206

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Commonwealth Equity Services
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NWWA
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Envestnet Asset Management
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LPL Financial
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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 $74.2B AUM 21.09% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Evolution Wealth Management's GJUL Position: Q4 2025 in Review

Evolution Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 976 shares — an estimated $39.6K sold.

Evolution Wealth Management first reported a position in GJUL in Q2 2025 and held it in 2 quarters. The position peaked at $39.6K in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • Evolution Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 976 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $39.6K.
  • Evolution Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2025 and held it in 2 quarters.
  • Evolution Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $39.6K in Q3 2025.
  • 130 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2025.

Based on Evolution Wealth Management's 13F filing for Q4 2025, filed 10 Feb 2026.