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

Kestra 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
Q1 		$7.79M Sell
191,158
-7,338
-4% -$304K 0.03% 563
2025
Q4 		$8.2M Buy
198,496
+4,964
+3% +$203K 0.03% 490
2025
Q3 		$7.85M Buy
193,532
+9,286
+5% +$369K 0.04% 487
2025
Q2 		$7.13M Buy
184,246
+2,859
+2% +$105K 0.03% 490
2025
Q1 		$6.52M Sell
181,387
-16,616
-8% -$612K 0.03% 478
2024
Q4 		$7.26M Buy
198,003
+1,493
+0.8% +$54.5K 0.04% 447
2024
Q3 		$7.08M Buy
196,510
+64,010
+48% +$2.25M 0.04% 475
2024
Q2 		$4.6M Sell
132,500
-10,582
-7% -$361K 0.03% 615
2024
Q1 		$4.85M Buy
143,082
+15,036
+12% +$495K 0.03% 536
2023
Q4 		$4.11M Buy
128,046
+13,943
+12% +$429K 0.03% 523
2023
Q3 		$3.42M Buy
+114,103
New +$3.48M 0.03% 506

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LPL Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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