Integrated Wealth Concepts’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Integrated Wealth Concepts’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	$7.23M	Hold	166,158	–	–	0.04%	458
2026 Q1	$6.78M	Hold	166,158	–	–	0.05%	334
2025 Q4	$6.87M	Hold	166,158	–	–	0.08%	227
2025 Q3	$6.74M	Hold	166,158	–	–	0.06%	298
2025 Q2	$6.43M	Hold	166,158	–	–	0.06%	283
2025 Q1	$5.97M	Hold	166,158	–	–	0.07%	277
2024 Q4	$6.09M	Hold	166,158	–	–	0.07%	256
2024 Q3	$5.99M	Buy	166,158 +473	+0.3%	+$16.6K	0.07%	248
2024 Q2	$5.76M	Hold	165,685	–	–	0.08%	236
2024 Q1	$5.61M	Hold	165,685	–	–	0.08%	244
2023 Q4	$5.32M	Buy	165,685 +427	+0.3%	+$13.1K	0.09%	232
2023 Q3	$4.95M	Buy	+165,258	New	+$5.04M	0.09%	232

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

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

Schulz Wealth Mansfield, Texas $194M AUM

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Integrated Wealth Concepts's GJUL Position: Q2 2026 in Review

Integrated Wealth Concepts held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 166,158 shares worth $7.23M. The position accounts for 0.04% of the portfolio, ranked #458.

Integrated Wealth Concepts first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Integrated Wealth Concepts held 166,158 shares of FT Vest US Equity Moderate Buffer ETF July worth $7.23M as of Q2 2026.
Integrated Wealth Concepts 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 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #458 holding.
Integrated Wealth Concepts first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.