Lloyd Advisory 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
Q1
Sell
-796
Closed -$32.9K 928
2025
Q4
$32.9K Sell
796
-104,202
-99% -$4.25M 0.01% 272
2025
Q3
$4.26M Buy
+104,998
New +$4.17M 2% 14

Other funds holding GJUL

Lloyd Advisory Services's GJUL Position: Q1 2026 in Review

Lloyd Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q1 2026, closing a stake of 796 shares — an estimated $32.9K sold.

Lloyd Advisory Services first reported a position in GJUL in Q3 2025 and held it in 2 quarters. The position peaked at $4.26M in Q3 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • Lloyd Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 796 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2026, an estimated $32.9K.
  • Lloyd Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • Lloyd Advisory Services's FT Vest US Equity Moderate Buffer ETF July position peaked at $4.26M in Q3 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.