OWA
GJUL icon

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

Outlook Wealth 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
2025
Q4 		– Sell
-129,108
Closed -$5.24M – 304
2025
Q3 		$5.24M Buy
+129,108
New +$5.13M 1.3% 14

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 $367M AUM 36.16% 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

Outlook Wealth Advisors's GJUL Position: Q4 2025 in Review

Outlook Wealth Advisors sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 129,108 shares — an estimated $5.24M sold.

Outlook Wealth Advisors first reported a position in GJUL in Q3 2025 and held it in 1 quarter. The position peaked at $5.24M in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • Outlook Wealth Advisors reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Outlook Wealth Advisors sold 129,108 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $5.24M.
  • Outlook Wealth Advisors first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and held it in 1 quarter.
  • Outlook Wealth Advisors's FT Vest US Equity Moderate Buffer ETF July position peaked at $5.24M 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 Outlook Wealth Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.