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Bouchey Financial Group’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Bouchey Financial Group’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
Q4 		– Sell
-20,143
Closed -$969K – 152
2024
Q3 		$969K Buy
+20,143
New +$939K 0.09% 53

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Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Bouchey Financial Group's FJUL Position: Q4 2024 in Review

Bouchey Financial Group sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q4 2024, closing a stake of 20,143 shares — an estimated $969K sold.

Bouchey Financial Group first reported a position in FJUL in Q3 2024 and held it in 1 quarter. The position peaked at $969K in Q3 2024. 150 funds tracked by Wall St. Rank hold FJUL as of Q4 2024.

  • Bouchey Financial Group reported no remaining FT Vest US Equity Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Bouchey Financial Group sold 20,143 FT Vest US Equity Buffer ETF July shares in Q4 2024, an estimated $969K.
  • Bouchey Financial Group first reported a position in FT Vest US Equity Buffer ETF July in Q3 2024 and held it in 1 quarter.
  • Bouchey Financial Group's FT Vest US Equity Buffer ETF July position peaked at $969K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q4 2024.

Based on Bouchey Financial Group's 13F filing for Q4 2024, filed 5 Feb 2025.