AWM
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Accurate Wealth Management’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Accurate Wealth Management’s Portfolio DJUL Stock Details DJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-100
Closed -$3.12K – 545
2022
Q4 		$3.12K Buy
+100
New +$3.08K ﹤0.01% 1106

Other funds holding DJUL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $341M AUM 24.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Accurate Wealth Management's DJUL Position: Q1 2023 in Review

Accurate Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2023, closing a stake of 100 shares — an estimated $3.12K sold.

Accurate Wealth Management first reported a position in DJUL in Q4 2022 and held it in 1 quarter. The position peaked at $3.12K in Q4 2022. 53 funds tracked by Wall St. Rank hold DJUL as of Q1 2023.

  • Accurate Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 100 FT Vest US Equity Deep Buffer ETF July shares in Q1 2023, an estimated $3.12K.
  • Accurate Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $3.12K in Q4 2022.
  • 53 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.