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

Silver Oak 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
2026 Q2	–	Sell	-5,158	Closed	-$210K	–	849
2026 Q1	$210K	Buy	5,158 +272	+6%	+$11.3K	0.02%	721
2025 Q4	$202K	Buy	+4,886	New	+$199K	0.01%	752
2025 Q3	–	Sell	-34,000	Closed	-$1.32M	–	782
2025 Q2	$1.32M	Hold	34,000	–	–	0.11%	200
2025 Q1	$1.22M	Hold	34,000	–	–	0.11%	199
2024 Q4	$1.25M	Hold	34,000	–	–	0.12%	184
2024 Q3	$1.22M	Buy	+34,000	New	+$1.19M	0.13%	169

Other funds holding GJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return

Schulz Wealth Mansfield, Texas $194M AUM

Silver Oak Securities's GJUL Position: Q2 2026 in Review

Silver Oak Securities sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2026, closing a stake of 5,158 shares — an estimated $210K sold.

Silver Oak Securities first reported a position in GJUL in Q3 2024 and held it in 6 quarters. The position peaked at $1.32M in Q2 2025. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Silver Oak Securities reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2026 after selling out during the quarter.
Silver Oak Securities sold 5,158 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $210K.
Silver Oak Securities first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 6 quarters.
Silver Oak Securities's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.32M in Q2 2025.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.