MAI Capital Management’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

MAI Capital 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
2026 Q2	$216K	Sell	4,963 -18,278	-79%	-$782K	﹤0.01%	1778
2026 Q1	$948K	Sell	23,241 -732	-3%	-$30.3K	0.01%	796
2025 Q4	$991K	Sell	23,973 -5,791	-19%	-$236K	0.01%	740
2025 Q3	$1.21M	Buy	29,764 +25,524	+602%	+$1.01M	0.01%	656
2025 Q2	$164K	Buy	4,240 +13	+0.3%	+$475	﹤0.01%	1265
2025 Q1	$152K	Sell	4,227 -7,773	-65%	-$286K	﹤0.01%	1228
2024 Q4	$440K	Sell	12,000 -2,596	-18%	-$94.8K	﹤0.01%	882
2024 Q3	$526K	Buy	+14,596	New	+$512K	0.01%	726

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 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

MAI Capital Management's GJUL Position: Q2 2026 in Review

MAI Capital Management reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 79% in Q2 2026, selling an estimated $782K and leaving 4,963 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

MAI Capital Management first reported a position in GJUL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

MAI Capital Management held 4,963 shares of FT Vest US Equity Moderate Buffer ETF July worth $216K as of Q2 2026.
MAI Capital Management sold 18,278 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $782K.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1778 holding.
MAI Capital Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 8 quarters since.
MAI Capital Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.21M in Q3 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.