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

FSR 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
-183,892
Closed -$7.46M – 39
2025
Q3 		$7.46M Buy
+183,892
New +$7.3M 8.83% 3

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

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

FSR Wealth Management sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 183,892 shares — an estimated $7.46M sold.

FSR Wealth Management first reported a position in GJUL in Q3 2025 and held it in 1 quarter. The position peaked at $7.46M in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • FSR Wealth Management reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • FSR Wealth Management sold 183,892 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $7.46M.
  • FSR Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • FSR Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $7.46M 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 FSR Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.