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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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return