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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-172,924
Closed -$6.23M 592
2024
Q3
$6.23M Buy
172,924
+14,372
+9% +$505K 0.23% 108
2024
Q2
$5.51M Sell
158,552
-3,065
-2% -$104K 0.22% 115
2024
Q1
$5.47M Buy
161,617
+14,506
+10% +$478K 0.23% 119
2023
Q4
$4.72M Buy
147,111
+130,055
+763% +$4M 0.22% 125
2023
Q3
$511K Buy
+17,056
New +$521K 0.03% 393

Other funds holding GJUL

Cary Street Partners Investment Advisory's GJUL Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Moderate Buffer ETF July (GJUL) in Q4 2024, closing a stake of 172,924 shares — an estimated $6.23M sold.

Cary Street Partners Investment Advisory first reported a position in GJUL in Q3 2023 and held it in 5 quarters. The position peaked at $6.23M in Q3 2024. 101 funds tracked by Wall St. Rank hold GJUL as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Moderate Buffer ETF July position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 172,924 FT Vest US Equity Moderate Buffer ETF July shares in Q4 2024, an estimated $6.23M.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Moderate Buffer ETF July in Q3 2023 and held it in 5 quarters.
  • Cary Street Partners Investment Advisory's FT Vest US Equity Moderate Buffer ETF July position peaked at $6.23M in Q3 2024.
  • 101 funds tracked by Wall St. Rank held FT Vest US Equity Moderate Buffer ETF July as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.