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ORG Partners’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

ORG Partners’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
2025
Q4 		$758K Sell
18,350
-6,500
-26% -$265K 0.13% 147
2025
Q3 		$1.01M Buy
24,850
+23,150
+1,362% +$919K 0.18% 114
2025
Q2 		$65.7K Sell
1,700
-3,950
-70% -$144K 0.01% 499
2025
Q1 		$204K Sell
5,650
-2,500
-31% -$92K 0.05% 278
2024
Q4 		$299K Buy
8,150
+4,200
+106% +$153K 0.04% 259
2024
Q3 		$142K Buy
+3,950
New +$139K 0.02% 330

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
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 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
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

ORG Partners's GJUL Position: Q4 2025 in Review

ORG Partners reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 26% in Q4 2025, selling an estimated $265K and leaving 18,350 shares worth $758K. The position accounts for 0.13% of the portfolio, ranked #147.

ORG Partners first reported a position in GJUL in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.01M in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • ORG Partners held 18,350 shares of FT Vest US Equity Moderate Buffer ETF July worth $758K as of Q4 2025.
  • ORG Partners sold 6,500 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $265K.
  • FT Vest US Equity Moderate Buffer ETF July made up 0.13% of ORG Partners's portfolio in Q4 2025, its #147 holding.
  • ORG Partners first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and has held it in 6 quarters since.
  • ORG Partners's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.01M in Q3 2025.
  • 130 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.