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New Wave Wealth Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

New Wave Wealth 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 		– Sell
-376,737
Closed -$15.6M – 199
2025
Q4 		$15.6M Buy
376,737
+9,746
+3% +$398K 5.7% 2
2025
Q3 		$14.9M Buy
+366,991
New +$14.6M 5.8% 2

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 $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

New Wave Wealth Advisors's GJUL Position: Q1 2026 in Review

New Wave Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q1 2026, closing a stake of 376,737 shares — an estimated $15.6M sold.

New Wave Wealth Advisors first reported a position in GJUL in Q3 2025 and held it in 2 quarters. The position peaked at $15.6M in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • New Wave Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q1 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 376,737 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2026, an estimated $15.6M.
  • New Wave Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and held it in 2 quarters.
  • New Wave Wealth Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $15.6M 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 New Wave Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.