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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$643K Sell
14,788
-64
-0.4% -$2.74K 0.12% 176
2026
Q1
$606K Buy
+14,852
New +$615K 0.13% 172
2025
Q4
Sell
-15,762
Closed -$639K 278
2025
Q3
$639K Sell
15,762
-6
-0% -$238 0.14% 155
2025
Q2
$610K Hold
15,768
0.15% 157
2025
Q1
$567K Hold
15,768
0.15% 135
2024
Q4
$578K Hold
15,768
0.15% 132
2024
Q3
$568K Buy
15,768
+6,334
+67% +$222K 0.16% 131
2024
Q2
$328K Hold
9,434
0.1% 166
2024
Q1
$319K Sell
9,434
-2
-0% -$66 0.1% 166
2023
Q4
$303K Hold
9,436
0.1% 168
2023
Q3
$283K Buy
+9,436
New +$288K 0.11% 166

Other funds holding GJUL

Keystone Wealth Services's GJUL Position: Q2 2026 in Review

Keystone Wealth Services reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 0.43% in Q2 2026, selling an estimated $2.74K and leaving 14,788 shares worth $643K. The position accounts for 0.12% of the portfolio, ranked #176.

Keystone Wealth Services first reported a position in GJUL in Q3 2023 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Keystone Wealth Services held 14,788 shares of FT Vest US Equity Moderate Buffer ETF July worth $643K as of Q2 2026.
  • Keystone Wealth Services sold 64 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $2.74K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.12% of Keystone Wealth Services's portfolio in Q2 2026, its #176 holding.
  • Keystone Wealth Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 11 quarters since.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.