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Nvest Financial’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Nvest Financial’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 		$565K Hold
13,865
– – 0.21% 85
2025
Q4 		$573K Buy
13,865
+1,970
+17% +$80.4K 0.24% 76
2025
Q3 		$482K Sell
11,895
-1,970
-14% -$78.2K 0.28% 72
2025
Q2 		$536K Sell
13,865
-525
-4% -$19.2K 0.28% 68
2025
Q1 		$517K Hold
14,390
– – 0.28% 65
2024
Q4 		$528K Buy
+14,390
New +$526K 0.27% 76

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

Nvest Financial's GJUL Position: Q1 2026 in Review

Nvest Financial held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q1 2026 at 13,865 shares worth $565K. The position accounts for 0.21% of the portfolio, ranked #85.

Nvest Financial first reported a position in GJUL in Q4 2024 and has held it in 6 quarters since. The position peaked at $573K in Q4 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q1 2026.

  • Nvest Financial held 13,865 shares of FT Vest US Equity Moderate Buffer ETF July worth $565K as of Q1 2026.
  • Nvest Financial 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 0.21% of Nvest Financial's portfolio in Q1 2026, its #85 holding.
  • Nvest Financial first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and has held it in 6 quarters since.
  • Nvest Financial's FT Vest US Equity Moderate Buffer ETF July position peaked at $573K 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 Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.