Avantax Advisory Services’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History
Bought
Maintained
Sold
Other funds holding GJUL
FS
IA
AP
DI
Avantax Advisory Services's GJUL Position: Q4 2024 in Review
Avantax Advisory Services sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2024, closing a stake of 14,836 shares — an estimated $535K sold.
Avantax Advisory Services first reported a position in GJUL in Q3 2023 and held it in 5 quarters. The position peaked at $1.05M in Q4 2023. 101 funds tracked by Wall St. Rank hold GJUL as of Q4 2024.
- Avantax Advisory Services reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2024 after selling out during the quarter.
- Avantax Advisory Services sold 14,836 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2024, an estimated $535K.
- Avantax Advisory Services first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 5 quarters.
- Avantax Advisory Services's FT Vest US Equity Moderate Buffer ETF July position peaked at $1.05M in Q4 2023.
- 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2024.
Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.