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Cape Investment Advisory’s FT Vest US Equity Moderate Buffer ETF July GJUL Stock Holding History

Cape Investment Advisory’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
2023
Q4 		– Sell
-1,000
Closed -$29.9K – 1171
2023
Q3 		$29.9K Buy
+1,000
New +$30.5K 0.02% 383

Other funds holding GJUL

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Cape Investment Advisory's GJUL Position: Q4 2023 in Review

Cape Investment Advisory sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2023, closing a stake of 1,000 shares — an estimated $29.9K sold.

Cape Investment Advisory first reported a position in GJUL in Q3 2023 and held it in 1 quarter. The position peaked at $29.9K in Q3 2023. 77 funds tracked by Wall St. Rank hold GJUL as of Q4 2023.

  • Cape Investment Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 1,000 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2023, an estimated $29.9K.
  • Cape Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Cape Investment Advisory's FT Vest US Equity Moderate Buffer ETF July position peaked at $29.9K in Q3 2023.
  • 77 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.