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

Summit Wealth Partners’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
Q1 		– Sell
-10,723
Closed -$393K – 213
2024
Q4 		$393K Sell
10,723
-1,158
-10% -$42.3K 0.08% 143
2024
Q3 		$428K Buy
+11,881
New +$417K 0.08% 152

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Cetera Investment Advisers
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
KAS
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IWC
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Summit Wealth Partners's GJUL Position: Q1 2025 in Review

Summit Wealth Partners sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q1 2025, closing a stake of 10,723 shares — an estimated $393K sold.

Summit Wealth Partners first reported a position in GJUL in Q3 2024 and held it in 2 quarters. The position peaked at $428K in Q3 2024. 95 funds tracked by Wall St. Rank hold GJUL as of Q1 2025.

  • Summit Wealth Partners reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q1 2025 after selling out during the quarter.
  • Summit Wealth Partners sold 10,723 FT Vest US Equity Moderate Buffer ETF July shares in Q1 2025, an estimated $393K.
  • Summit Wealth Partners first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2024 and held it in 2 quarters.
  • Summit Wealth Partners's FT Vest US Equity Moderate Buffer ETF July position peaked at $428K in Q3 2024.
  • 95 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q1 2025.

Based on Summit Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.