Capital Asset Advisory Services’s FT Vest US Equity Deep Buffer ETF July DJUL Stock Holding History

Capital Asset Advisory Services’s Portfolio DJUL Stock Details DJUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-300	Closed	-$9K	–	490
2022 Q2	$9K	Hold	300	–	–	﹤0.01%	482
2022 Q1	$10K	Hold	300	–	–	﹤0.01%	479
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	510
2021 Q3	$10K	Buy	+300	New	+$9.86K	﹤0.01%	599

Other funds holding DJUL

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Asset Advisory Services's DJUL Position: Q3 2022 in Review

Capital Asset Advisory Services sold out of FT Vest US Equity Deep Buffer ETF July (DJUL) in Q3 2022, closing a stake of 300 shares — an estimated $9K sold.

Capital Asset Advisory Services first reported a position in DJUL in Q3 2021 and held it in 4 quarters. The position peaked at $10K in Q1 2022. 41 funds tracked by Wall St. Rank hold DJUL as of Q3 2022.

Capital Asset Advisory Services reported no remaining FT Vest US Equity Deep Buffer ETF July position as of Q3 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 300 FT Vest US Equity Deep Buffer ETF July shares in Q3 2022, an estimated $9K.
Capital Asset Advisory Services first reported a position in FT Vest US Equity Deep Buffer ETF July in Q3 2021 and held it in 4 quarters.
Capital Asset Advisory Services's FT Vest US Equity Deep Buffer ETF July position peaked at $10K in Q1 2022.
41 funds tracked by Wall St. Rank held FT Vest US Equity Deep Buffer ETF July as of Q3 2022.

Based on Capital Asset Advisory Services's 13F filing for Q3 2022, filed 14 Nov 2022.