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

Black Point 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
2025 Q1	–	Sell	-4,225	Closed	-$207K	–	22
2024 Q4	$207K	Hold	4,225	–	–	0.24%	40
2024 Q3	$203K	Buy	+4,225	New	+$197K	0.24%	42

Other funds holding FJUL

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Black Point Wealth Management's FJUL Position: Q1 2025 in Review

Black Point Wealth Management sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q1 2025, closing a stake of 4,225 shares — an estimated $207K sold.

Black Point Wealth Management first reported a position in FJUL in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q4 2024. 142 funds tracked by Wall St. Rank hold FJUL as of Q1 2025.

Black Point Wealth Management reported no remaining FT Vest US Equity Buffer ETF July position as of Q1 2025 after selling out during the quarter.
Black Point Wealth Management sold 4,225 FT Vest US Equity Buffer ETF July shares in Q1 2025, an estimated $207K.
Black Point Wealth Management first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and held it in 2 quarters.
Black Point Wealth Management's FT Vest US Equity Buffer ETF July position peaked at $207K in Q4 2024.
142 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q1 2025.

Based on Black Point Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.