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 Q2	$894K	Hold	20,557	–	–	0.02%	617
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 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 22.9% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return

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

Schulz Wealth Mansfield, Texas $194M AUM

Mount Yale Investment Advisors's GJUL Position: Q2 2026 in Review

Mount Yale Investment Advisors held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 20,557 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #617.

Mount Yale Investment Advisors first reported a position in GJUL in Q3 2025 and has held it in 4 quarters since. 127 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Mount Yale Investment Advisors held 20,557 shares of FT Vest US Equity Moderate Buffer ETF July worth $894K as of Q2 2026.
Mount Yale Investment Advisors left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q2 2026.
FT Vest US Equity Moderate Buffer ETF July made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #617 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 4 quarters since.
127 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.