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Cambridge Advisors’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Cambridge Advisors’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
2023
Q2 		– Sell
-8,150
Closed -$295K – 168
2023
Q1 		$295K Hold
8,150
– – 0.08% 149
2022
Q4 		$280K Hold
8,150
– – 0.08% 148
2022
Q3 		$264K Buy
+8,150
New +$282K 0.08% 147

Other funds holding FJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $2.1B AUM 37.73% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SW
SMART Wealth Omaha, Nebraska $464M AUM 35.91% 1-Year Est. Return

Cambridge Advisors's FJUL Position: Q2 2023 in Review

Cambridge Advisors sold out of FT Vest US Equity Buffer ETF July (FJUL) in Q2 2023, closing a stake of 8,150 shares — an estimated $295K sold.

Cambridge Advisors first reported a position in FJUL in Q3 2022 and held it in 3 quarters. The position peaked at $295K in Q1 2023. 88 funds tracked by Wall St. Rank hold FJUL as of Q2 2023.

  • Cambridge Advisors reported no remaining FT Vest US Equity Buffer ETF July position as of Q2 2023 after selling out during the quarter.
  • Cambridge Advisors sold 8,150 FT Vest US Equity Buffer ETF July shares in Q2 2023, an estimated $295K.
  • Cambridge Advisors first reported a position in FT Vest US Equity Buffer ETF July in Q3 2022 and held it in 3 quarters.
  • Cambridge Advisors's FT Vest US Equity Buffer ETF July position peaked at $295K in Q1 2023.
  • 88 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q2 2023.

Based on Cambridge Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.