Insigneo Advisory Services’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Insigneo Advisory Services’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	$217K	Hold	4,992	–	–	0.01%	754
2026 Q1	$204K	Sell	4,992 -242	-5%	-$10K	0.01%	647
2025 Q4	$216K	Sell	5,234 -74	-1%	-$3.02K	0.02%	623
2025 Q3	$215K	Hold	5,308	–	–	0.02%	618
2025 Q2	$205K	Buy	+5,308	New	+$194K	0.02%	563

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 22.9% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

Insigneo Advisory Services's GJUL Position: Q2 2026 in Review

Insigneo Advisory Services held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 4,992 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #754.

Insigneo Advisory Services first reported a position in GJUL in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Insigneo Advisory Services held 4,992 shares of FT Vest US Equity Moderate Buffer ETF July worth $217K as of Q2 2026.
Insigneo Advisory Services 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 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #754 holding.
Insigneo Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q2 2025 and has held it in 5 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.