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Patriot Financial Group Insurance Agency’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-21,320
Closed -$869K – 577
2026
Q1 		$869K Buy
21,320
+10,360
+95% +$429K 0.05% 320
2025
Q4 		$453K Sell
10,960
-600
-5% -$24.5K 0.05% 307
2025
Q3 		$469K Buy
+11,560
New +$459K 0.06% 299

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KAS
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GJUL Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2026, closing a stake of 21,320 shares — an estimated $869K sold.

Patriot Financial Group Insurance Agency first reported a position in GJUL in Q3 2025 and held it in 3 quarters. The position peaked at $869K in Q1 2026. 75 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 21,320 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $869K.
  • Patriot Financial Group Insurance Agency first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2025 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's FT Vest US Equity Moderate Buffer ETF July position peaked at $869K in Q1 2026.
  • 75 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.