Guardian Wealth Advisors (North Carolina)’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$391K	Hold	9,000	–	–	0.02%	276
2026 Q1	$367K	Hold	9,000	–	–	0.02%	256
2025 Q4	$372K	Hold	9,000	–	–	0.02%	263
2025 Q3	$365K	Hold	9,000	–	–	0.02%	258
2025 Q2	$348K	Sell	9,000 -5,600	-38%	-$205K	0.02%	246
2025 Q1	$525K	Sell	14,600 -785	-5%	-$28.9K	0.04%	185
2024 Q4	$564K	Sell	15,385 -1,350	-8%	-$49.3K	0.04%	178
2024 Q3	$603K	Hold	16,735	–	–	0.06%	143
2024 Q2	$582K	Hold	16,735	–	–	0.07%	135
2024 Q1	$567K	Hold	16,735	–	–	0.07%	138
2023 Q4	$537K	Buy	16,735 +575	+4%	+$17.7K	0.08%	127
2023 Q3	$484K	Buy	+16,160	New	+$493K	0.08%	125

Other funds holding GJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 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

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Guardian Wealth Advisors (North Carolina)'s GJUL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 9,000 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #276.

Guardian Wealth Advisors (North Carolina) first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $603K in Q3 2024. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 9,000 shares of FT Vest US Equity Moderate Buffer ETF July worth $391K as of Q2 2026.
Guardian Wealth Advisors (North Carolina) 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 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #276 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
Guardian Wealth Advisors (North Carolina)'s FT Vest US Equity Moderate Buffer ETF July position peaked at $603K in Q3 2024.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.