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Mount Yale Investment Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$838K Hold
20,557
– – 0.02% 567
2025
Q4 		$850K Hold
20,557
– – 0.04% 346
2025
Q3 		$834K Buy
+20,557
New +$816K 0.06% 317

Other funds holding GJUL

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Mount Yale Investment Advisors's GJUL Position: Q1 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q1 2026 at 20,557 shares worth $838K. The position accounts for 0.02% of the portfolio, ranked #567.

Mount Yale Investment Advisors first reported a position in GJUL in Q3 2025 and has held it in 3 quarters since. The position peaked at $850K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • Mount Yale Investment Advisors held 20,557 shares of FT Vest US Equity Moderate Buffer ETF July worth $838K as of Q1 2026.
  • Mount Yale Investment Advisors left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q1 2026.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #567 holding.
  • Mount Yale Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $850K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.