Icon Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,646
Closed -$107K 453
2025
Q3
$107K Hold
2,646
0.01% 491
2025
Q2
$102K Buy
+2,646
New +$96.7K 0.01% 502

Other funds holding GJUL

Icon Wealth Advisors's GJUL Position: Q4 2025 in Review

Icon Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 2,646 shares — an estimated $107K sold.

Icon Wealth Advisors first reported a position in GJUL in Q2 2025 and held it in 2 quarters. The position peaked at $107K in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • Icon Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 2,646 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $107K.
  • Icon Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2025 and held it in 2 quarters.
  • Icon Wealth Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $107K 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 Icon Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.