GWM
FJUL icon

GDS Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

GDS Wealth Management’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-219,589
Closed -$10.8M – 175
2024
Q4 		$10.8M Buy
219,589
+19,623
+10% +$958K 0.98% 43
2024
Q3 		$9.62M Buy
199,966
+19,495
+11% +$908K 0.94% 42
2024
Q2 		$8.31M Buy
180,471
+6,597
+4% +$296K 0.91% 48
2024
Q1 		$7.73M Buy
173,874
+6,642
+4% +$285K 0.91% 51
2023
Q4 		$6.96M Buy
167,232
+9,817
+6% +$388K 0.94% 47
2023
Q3 		$6.04M Buy
157,415
+85,257
+118% +$3.35M 0.95% 41
2023
Q2 		$2.81M Buy
+72,158
New +$2.67M 0.46% 49

Other funds holding FJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return