OIA
GJUL icon

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

OneDigital 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 		$379K Hold
9,294
– – ﹤0.01% 1066
2025
Q4 		$384K Buy
9,294
+823
+10% +$33.6K ﹤0.01% 1078
2025
Q3 		$344K Hold
8,471
– – ﹤0.01% 1106
2025
Q2 		$328K Sell
8,471
-2,496
-23% -$91.2K ﹤0.01% 1109
2025
Q1 		$394K Sell
10,967
-250
-2% -$9.2K ﹤0.01% 958
2024
Q4 		$411K Sell
11,217
-56,510
-83% -$2.06M ﹤0.01% 971
2024
Q3 		$2.44M Sell
67,727
-1,490
-2% -$52.3K 0.03% 389
2024
Q2 		$2.41M Sell
69,217
-666
-1% -$22.7K 0.03% 376
2024
Q1 		$2.37M Buy
69,883
+45,654
+188% +$1.5M 0.04% 298
2023
Q4 		$777K Buy
+24,229
New +$745K 0.01% 561

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 $376B 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 $74.1B 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