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Principal Securities’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Principal Securities’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
-925
Closed -$37.5K – 2216
2025
Q3 		$37.5K Buy
925
+525
+131% +$20.8K ﹤0.01% 2093
2025
Q2 		$15.5K Hold
400
– – ﹤0.01% 2446
2025
Q1 		$14.7K Hold
400
– – ﹤0.01% 2370
2024
Q4 		$14.7K Hold
400
– – ﹤0.01% 2366
2024
Q3 		$14.4K Hold
400
– – ﹤0.01% 2273
2024
Q2 		$13.9K Hold
400
– – ﹤0.01% 2244
2024
Q1 		$13.5K Sell
400
-600
-60% -$19.8K ﹤0.01% 2195
2023
Q4 		$32.1K Buy
+1,000
New +$30.7K ﹤0.01% 1684

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

Principal Securities's GJUL Position: Q4 2025 in Review

Principal Securities sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2025, closing a stake of 925 shares — an estimated $37.5K sold.

Principal Securities first reported a position in GJUL in Q4 2023 and held it in 8 quarters. The position peaked at $37.5K in Q3 2025. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • Principal Securities reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 925 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2025, an estimated $37.5K.
  • Principal Securities first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 8 quarters.
  • Principal Securities's FT Vest US Equity Moderate Buffer ETF July position peaked at $37.5K 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 Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.