AWM
FJUL icon

Axxcess Wealth Management’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Axxcess Wealth Management’s Portfolio FJUL Stock Details FJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,711
Closed -$609K – 886
2024
Q1 		$609K Buy
+13,711
New +$589K 0.02% 491
2023
Q4 		– Sell
-8,372
Closed -$321K – 874
2023
Q3 		$321K Buy
+8,372
New +$329K 0.01% 582

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MC
McCarthy & Cox Marysville, Ohio $8.25M AUM 8.7% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
AIFG Consultants Halfmoon, New York $58.2M AUM 20.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Axxcess Wealth Management's FJUL Position: Q2 2024 in Review

Axxcess Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2024, closing a stake of 13,711 shares — an estimated $609K sold.

Axxcess Wealth Management first reported a position in FJUL in Q3 2023 and held it in 2 quarters. The position peaked at $609K in Q1 2024. 112 funds tracked by Wall St. Rank hold FJUL as of Q2 2024.

  • Axxcess Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 13,711 FT Vest US Equity Buffer ETF July shares in Q2 2024, an estimated $609K.
  • Axxcess Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Axxcess Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $609K in Q1 2024.
  • 112 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2024.

Based on Axxcess Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.