Kestra Investment Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Kestra Investment Management’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	$1.36M	Sell	31,179 -393	-1%	-$16.8K	0.03%	187
2026 Q1	$1.29M	Sell	31,572 -241	-0.8%	-$9.97K	0.02%	179
2025 Q4	$1.31M	Buy	31,813 +2,648	+9%	+$108K	0.03%	174
2025 Q3	$1.18M	Buy	29,165 +1,981	+7%	+$78.7K	0.03%	180
2025 Q2	$1.05M	Sell	27,184 -294	-1%	-$10.7K	0.03%	184
2025 Q1	$988K	Buy	27,478 +17,697	+181%	+$651K	0.03%	171
2024 Q4	$359K	Buy	9,781 +67	+0.7%	+$2.45K	0.01%	282
2024 Q3	$350K	Buy	+9,714	New	+$341K	0.02%	249

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

Kestra Investment Management's GJUL Position: Q2 2026 in Review

Kestra Investment Management reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 1.2% in Q2 2026, selling an estimated $16.8K and leaving 31,179 shares worth $1.36M. The position accounts for 0.03% of the portfolio, ranked #187.

Kestra Investment Management first reported a position in GJUL in Q3 2024 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Kestra Investment Management held 31,179 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.36M as of Q2 2026.
Kestra Investment Management sold 393 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $16.8K.
FT Vest US Equity Moderate Buffer ETF July made up 0.03% of Kestra Investment Management's portfolio in Q2 2026, its #187 holding.
Kestra Investment Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.