AWA
JULM

Arkadios Wealth Advisors’s FT Vest U.S. Equity Max Buffer ETF - July JULM Stock Holding History

Arkadios Wealth Advisors’s Portfolio JULM Stock Details JULM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,288
Closed -$352K – 1006
2024
Q3 		$352K Buy
+11,288
New +$347K 0.02% 655

Other funds holding JULM

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GEA
Glen Eagle Advisors Kingston, New Jersey $714M AUM 18.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arkadios Wealth Advisors's JULM Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of FT Vest U.S. Equity Max Buffer ETF - July (JULM) in Q4 2024, closing a stake of 11,288 shares — an estimated $352K sold.

Arkadios Wealth Advisors first reported a position in JULM in Q3 2024 and held it in 1 quarter. The position peaked at $352K in Q3 2024. 30 funds tracked by Wall St. Rank hold JULM as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining FT Vest U.S. Equity Max Buffer ETF - July position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 11,288 FT Vest U.S. Equity Max Buffer ETF - July shares in Q4 2024, an estimated $352K.
  • Arkadios Wealth Advisors first reported a position in FT Vest U.S. Equity Max Buffer ETF - July in Q3 2024 and held it in 1 quarter.
  • Arkadios Wealth Advisors's FT Vest U.S. Equity Max Buffer ETF - July position peaked at $352K in Q3 2024.
  • 30 funds tracked by Wall St. Rank held FT Vest U.S. Equity Max Buffer ETF - July as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.