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Howard Bailey Securities’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Howard Bailey Securities’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
-17,351
Closed -$704K – 148
2025
Q3 		$704K Buy
+17,351
New +$689K 0.2% 68

Other funds holding GJUL

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Howard Bailey Securities's GJUL Position: Q4 2025 in Review

Howard Bailey Securities sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 17,351 shares — an estimated $704K sold.

Howard Bailey Securities first reported a position in GJUL in Q3 2025 and held it in 1 quarter. The position peaked at $704K in Q3 2025. 129 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • Howard Bailey Securities reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Howard Bailey Securities sold 17,351 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $704K.
  • Howard Bailey Securities first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Howard Bailey Securities's FT Vest US Equity Moderate Buffer ETF July position peaked at $704K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2025.

Based on Howard Bailey Securities's 13F filing for Q4 2025, filed 11 Feb 2026.