BTWM
DJUL icon

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

Baker Tilly 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
2024
Q1 		– Sell
-20,224
Closed -$738K – 425
2023
Q4 		$738K Buy
20,224
+8,976
+80% +$313K 0.12% 183
2023
Q3 		$382K Buy
+11,248
New +$391K 0.06% 318

Other funds holding DJUL

OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Baker Tilly Wealth Management's DJUL Position: Q1 2024 in Review

Baker Tilly Wealth Management sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q1 2024, closing a stake of 20,224 shares — an estimated $738K sold.

Baker Tilly Wealth Management first reported a position in DJUL in Q3 2023 and held it in 2 quarters. The position peaked at $738K in Q4 2023. 87 funds tracked by Wall St. Rank hold DJUL as of Q1 2024.

  • Baker Tilly Wealth Management reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q1 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 20,224 FT Vest US Equity Deep Buffer ETF July shares in Q1 2024, an estimated $738K.
  • Baker Tilly Wealth Management first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's FT Vest US Equity Deep Buffer ETF July position peaked at $738K in Q4 2023.
  • 87 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q1 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.