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 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	Sell	29,165 -25,497	-47%	-$1.01M	0.03%	180
2025 Q2	$2.04M	Buy	54,662 +27,184	+99%	+$994K	0.03%	178
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 $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

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

Kestra Investment Management's GJUL Position: Q1 2026 in Review

Kestra Investment Management reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 0.76% in Q1 2026, selling an estimated $9.97K and leaving 31,572 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #179.

Kestra Investment Management first reported a position in GJUL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.04M in Q2 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

Kestra Investment Management held 31,572 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.29M as of Q1 2026.
Kestra Investment Management sold 241 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2026, an estimated $9.97K.
FT Vest US Equity Moderate Buffer ETF July made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #179 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 7 quarters since.
Kestra Investment Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $2.04M in Q2 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.