NewEdge Advisors’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

NewEdge 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	$1.08M	Sell	24,776 -6,024	-20%	-$258K	﹤0.01%	1609
2026 Q1	$1.26M	Sell	30,800 -2,415	-7%	-$99.9K	﹤0.01%	1372
2025 Q4	$1.37M	Sell	33,215 -245	-0.7%	-$10K	0.01%	1283
2025 Q3	$1.36M	Sell	33,460 -571	-2%	-$22.7K	0.01%	1222
2025 Q2	$1.32M	Sell	34,031 -2,254	-6%	-$82.4K	0.01%	1131
2025 Q1	$1.3M	Sell	36,285 -4,705	-11%	-$173K	0.01%	1045
2024 Q4	$1.5M	Sell	40,990 -6,644	-14%	-$243K	0.01%	961
2024 Q3	$1.72M	Buy	47,634 +1,781	+4%	+$62.5K	0.01%	859
2024 Q2	$1.59M	Sell	45,853 -690	-1%	-$23.5K	0.01%	855
2024 Q1	$1.58M	Sell	46,543 -13,254	-22%	-$437K	0.01%	785
2023 Q4	$1.94M	Sell	59,797 -64,193	-52%	-$1.97M	0.02%	670
2023 Q3	$3.71M	Buy	+123,990	New	+$3.78M	0.04%	398

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

NewEdge Advisors's GJUL Position: Q2 2026 in Review

NewEdge Advisors reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 20% in Q2 2026, selling an estimated $258K and leaving 24,776 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

NewEdge Advisors first reported a position in GJUL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.71M in Q3 2023. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

NewEdge Advisors held 24,776 shares of FT Vest US Equity Moderate Buffer ETF July worth $1.08M as of Q2 2026.
NewEdge Advisors sold 6,024 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $258K.
FT Vest US Equity Moderate Buffer ETF July made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1609 holding.
NewEdge Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and has held it in 12 quarters since.
NewEdge Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $3.71M in Q3 2023.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

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