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

Spire Wealth Management’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	$214K	Sell	4,923 -422	-8%	-$18K	0.01%	761
2026 Q1	$218K	Hold	5,345	–	–	0.01%	749
2025 Q4	$221K	Hold	5,345	–	–	0.01%	768
2025 Q3	$217K	Hold	5,345	–	–	0.01%	762
2025 Q2	$207K	Sell	5,345 -333	-6%	-$12.2K	0.01%	759
2025 Q1	$204K	Sell	5,678 -1,949	-26%	-$71.7K	0.01%	820
2024 Q4	$280K	Buy	+7,627	New	+$279K	0.01%	725

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

Spire Wealth Management's GJUL Position: Q2 2026 in Review

Spire Wealth Management reduced its FT Vest US Equity Moderate Buffer ETF July (GJUL) stake by 7.9% in Q2 2026, selling an estimated $18K and leaving 4,923 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #761.

Spire Wealth Management first reported a position in GJUL in Q4 2024 and has held it in 7 quarters since. The position peaked at $280K in Q4 2024. 126 funds tracked by Wall St. Rank hold GJUL as of Q2 2026.

Spire Wealth Management held 4,923 shares of FT Vest US Equity Moderate Buffer ETF July worth $214K as of Q2 2026.
Spire Wealth Management sold 422 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2026, an estimated $18K.
FT Vest US Equity Moderate Buffer ETF July made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #761 holding.
Spire Wealth Management first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's FT Vest US Equity Moderate Buffer ETF July position peaked at $280K in Q4 2024.
126 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.