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Beacon Financial Group’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Beacon Financial Group’s Portfolio GJUL Stock Details GJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,049
Closed -$306K – 329
2024
Q1 		$306K Sell
9,049
-4,134
-31% -$136K 0.04% 266
2023
Q4 		$423K Buy
+13,183
New +$405K 0.05% 227

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Financial Group's GJUL Position: Q2 2024 in Review

Beacon Financial Group sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q2 2024, closing a stake of 9,049 shares — an estimated $306K sold.

Beacon Financial Group first reported a position in GJUL in Q4 2023 and held it in 2 quarters. The position peaked at $423K in Q4 2023. 72 funds tracked by Wall St. Rank hold GJUL as of Q2 2024.

  • Beacon Financial Group reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q2 2024 after selling out during the quarter.
  • Beacon Financial Group sold 9,049 FT Vest US Equity Moderate Buffer ETF July shares in Q2 2024, an estimated $306K.
  • Beacon Financial Group first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q4 2023 and held it in 2 quarters.
  • Beacon Financial Group's FT Vest US Equity Moderate Buffer ETF July position peaked at $423K in Q4 2023.
  • 72 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q2 2024.

Based on Beacon Financial Group's 13F filing for Q2 2024, filed 6 Aug 2024.