SW
GJUL icon

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

Schulz Wealth’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 		$4.18M Hold
101,095
– – 2.68% 10
2025
Q3 		$4.1M Buy
101,095
+8,848
+10% +$351K 2.71% 10
2025
Q2 		$3.57M Sell
92,247
-3,552
-4% -$130K 2.67% 12
2025
Q1 		$3.44M Hold
95,799
– – 2.63% 13
2024
Q4 		$3.51M Sell
95,799
-1,261
-1% -$46.1K 2.7% 12
2024
Q3 		$3.5M Buy
97,060
+37,488
+63% +$1.32M 2.7% 13
2024
Q2 		$2.07M Sell
59,572
-1,615
-3% -$55K 1.75% 12
2024
Q1 		$2.07M Hold
61,187
– – 1.77% 11
2023
Q4 		$1.96M Buy
+61,187
New +$1.88M 1.88% 10

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

Schulz Wealth's GJUL Position: Q4 2025 in Review

Schulz Wealth held its FT Vest US Equity Moderate Buffer ETF July (GJUL) position steady in Q4 2025 at 101,095 shares worth $4.18M. The position accounts for 2.68% of the portfolio, ranked #10.

Schulz Wealth first reported a position in GJUL in Q4 2023 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold GJUL as of Q4 2025.

  • Schulz Wealth held 101,095 shares of FT Vest US Equity Moderate Buffer ETF July worth $4.18M as of Q4 2025.
  • Schulz Wealth left its FT Vest US Equity Moderate Buffer ETF July share count unchanged in Q4 2025.
  • FT Vest US Equity Moderate Buffer ETF July made up 2.68% of Schulz Wealth's portfolio in Q4 2025, its #10 holding.
  • Schulz Wealth first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2025.

Based on Schulz Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.