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

Cary Street Partners Investment Advisory’s Portfolio XJUL Stock Details XJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,389
Closed -$41.9K – 1798
2023
Q3 		$41.9K Buy
+1,389
New +$42.5K ﹤0.01% 912

Other funds holding XJUL

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Cary Street Partners Investment Advisory's XJUL Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) in Q4 2023, closing a stake of 1,389 shares — an estimated $41.9K sold.

Cary Street Partners Investment Advisory first reported a position in XJUL in Q3 2023 and held it in 1 quarter. The position peaked at $41.9K in Q3 2023. 36 funds tracked by Wall St. Rank hold XJUL as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining FT Vest US Equity Enhance & Moderate Buffer ETF July position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 1,389 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q4 2023, an estimated $41.9K.
  • Cary Street Partners Investment Advisory first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $41.9K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.