Avantax Advisory Services’s FT Vest Nasdaq-100 Conservative Buffer ETF - July QCJL Stock Holding History

Avantax Advisory Services’s Portfolio QCJL Stock Details QCJL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$522K	Sell	23,360 -966	-4%	-$20.3K	﹤0.01%	1556
2025 Q1	$495K	Buy	+24,326	New	+$511K	﹤0.01%	1508

Other funds holding QCJL

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LWM

Lionshead Wealth Management New York $154M AUM 25.99% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RMAM

Raab & Moskowitz Asset Management Chatham, New Jersey $497M AUM 26.8% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Avantax Advisory Services's QCJL Position: Q2 2025 in Review

Avantax Advisory Services reduced its FT Vest Nasdaq-100 Conservative Buffer ETF - July (QCJL) stake by 4% in Q2 2025, selling an estimated $20.3K and leaving 23,360 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Avantax Advisory Services first reported a position in QCJL in Q1 2025 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold QCJL as of Q2 2025.

Avantax Advisory Services held 23,360 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - July worth $522K as of Q2 2025.
Avantax Advisory Services sold 966 FT Vest Nasdaq-100 Conservative Buffer ETF - July shares in Q2 2025, an estimated $20.3K.
FT Vest Nasdaq-100 Conservative Buffer ETF - July made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1556 holding.
Avantax Advisory Services first reported a position in FT Vest Nasdaq-100 Conservative Buffer ETF - July in Q1 2025 and has held it in 2 quarters since.
39 funds tracked by Wall St. Rank held FT Vest Nasdaq-100 Conservative Buffer ETF - July as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.