UBS Group
GJUL icon

UBS Group’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

UBS Group’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
Q1 		$24.7K Buy
606
+298
+97% +$12.3K ﹤0.01% 7800
2025
Q4 		$12.7K Buy
+308
New +$12.6K ﹤0.01% 8092
2025
Q3 		– Sell
-5,340
Closed -$207K – 10530
2025
Q2 		$207K Buy
5,340
+3,454
+183% +$126K ﹤0.01% 6699
2025
Q1 		$67.8K Buy
+1,886
New +$69.4K ﹤0.01% 7347
2024
Q4 		– Sell
-313
Closed -$11.3K – 10099
2024
Q3 		$11.3K Sell
313
-3,546
-92% -$124K ﹤0.01% 7683
2024
Q2 		$134K Buy
3,859
+3,112
+417% +$106K ﹤0.01% 5956
2024
Q1 		$25.3K Buy
747
+70
+10% +$2.31K ﹤0.01% 6811
2023
Q4 		$21.7K Buy
+677
New +$20.8K ﹤0.01% 7057

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $74.1B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
DI
DAGCO Inc Westlake, Ohio $541M AUM 29.31% 1-Year Est. Return