KPWS
GJUL icon

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

Kestra Private Wealth 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 		$264K Hold
6,470
– – ﹤0.01% 1510
2025
Q4 		$267K Hold
6,470
– – ﹤0.01% 1474
2025
Q3 		$262K Buy
6,470
+1,270
+24% +$50.4K ﹤0.01% 1428
2025
Q2 		$201K Buy
+5,200
New +$190K ﹤0.01% 1501
2024
Q4 		– Sell
-12,200
Closed -$440K – 1450
2024
Q3 		$440K Buy
12,200
+4,200
+53% +$147K 0.01% 926
2024
Q2 		$278K Hold
8,000
– – 0.01% 1081
2024
Q1 		$271K Hold
8,000
– – 0.01% 1050
2023
Q4 		$257K Hold
8,000
– – 0.01% 1015
2023
Q3 		$240K Buy
+8,000
New +$244K 0.01% 964

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
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