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 Q2	$242K	Sell	5,555 -915	-14%	-$39.1K	﹤0.01%	1598
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 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 Private Wealth Services's GJUL Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 14% in Q2 2026, selling an estimated $39.1K and leaving 5,555 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1598.

Kestra Private Wealth Services first reported a position in GJUL in Q3 2023 and has held it in 10 quarters since. The position peaked at $440K in Q3 2024. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Kestra Private Wealth Services held 5,555 shares of FT Vest US Equity Moderate Buffer ETF July worth $242K as of Q2 2026.
Kestra Private Wealth Services sold 915 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $39.1K.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1598 holding.
Kestra Private Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 10 quarters since.
Kestra Private Wealth Services's FT Vest US Equity Moderate Buffer ETF July position peaked at $440K in Q3 2024.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.