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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
Q2 		$404K Hold
9,294
– – ﹤0.01% 1136
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 $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
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
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
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $194M AUM

OneDigital Investment Advisors's GJUL Position: Q2 2026 in Review

OneDigital Investment Advisors held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q2 2026 at 9,294 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

OneDigital Investment Advisors first reported a position in GJUL in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.44M in Q3 2024. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • OneDigital Investment Advisors held 9,294 shares of FT Vest US Equity Moderate Buffer ETF July worth $404K as of Q2 2026.
  • OneDigital 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 ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1136 holding.
  • OneDigital Investment Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and has held it in 11 quarters since.
  • OneDigital Investment Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $2.44M in Q3 2024.
  • 126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.