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

Apollon 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
2022
Q1 		– Sell
-12,550
Closed -$423K – 777
2021
Q4 		$423K Buy
+12,550
New +$418K 0.03% 500

Other funds holding DJUL

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USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
SCM
Southport Capital Management Chattanooga, Tennessee $274M AUM 28.84% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Apollon Wealth Management's DJUL Position: Q1 2022 in Review

Apollon Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2022, closing a stake of 12,550 shares — an estimated $423K sold.

Apollon Wealth Management first reported a position in DJUL in Q4 2021 and held it in 1 quarter. The position peaked at $423K in Q4 2021. 33 funds tracked by Wall St. Rank hold DJUL as of Q1 2022.

  • Apollon Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 12,550 FT Vest US Equity Deep Buffer ETF July shares in Q1 2022, an estimated $423K.
  • Apollon Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q4 2021 and held it in 1 quarter.
  • Apollon Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $423K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2022.

Based on Apollon Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.