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Lifestyle Asset Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Lifestyle Asset 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
2025
Q1 		– Sell
-9,028
Closed -$331K – 120
2024
Q4 		$331K Sell
9,028
-474,638
-98% -$17.3M 0.18% 74
2024
Q3 		$17.4M Buy
+483,666
New +$17M 9.62% 2

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Lifestyle Asset Management's GJUL Position: Q1 2025 in Review

Lifestyle Asset Management sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q1 2025, closing a stake of 9,028 shares — an estimated $331K sold.

Lifestyle Asset Management first reported a position in GJUL in Q3 2024 and held it in 2 quarters. The position peaked at $17.4M in Q3 2024. 95 funds tracked by Wall St. Rank hold GJUL as of Q1 2025.

  • Lifestyle Asset Management reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Lifestyle Asset Management sold 9,028 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2025, an estimated $331K.
  • Lifestyle Asset Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Lifestyle Asset Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $17.4M in Q3 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2025.

Based on Lifestyle Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.