Cascadia Advisory Services’s FT Vest US Equity Buffer ETF July FJUL Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$1.21M	Buy	34,871 +26,818	+333%	+$940K	0.24%	107
2021 Q2	$278K	Hold	8,053	–	–	0.06%	210
2021 Q1	$274K	Buy	+8,053	New	+$269K	0.06%	203
2020 Q3	$223K	Buy	+7,193	New	+$223K	0.06%	200

Other funds holding FJUL

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $543M AUM 83.77% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Cascadia Advisory Services's FJUL Position: Q3 2021 in Review

Cascadia Advisory Services increased its FT Vest US Equity Buffer ETF July (FJUL) stake by 333% in Q3 2021, buying an estimated $940K and bringing the position to 34,871 shares worth $1.21M. The position accounts for 0.24% of the portfolio, ranked #107.

Cascadia Advisory Services first reported a position in FJUL in Q3 2020 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold FJUL as of Q3 2021.

Cascadia Advisory Services held 34,871 shares of FT Vest US Equity Buffer ETF July worth $1.21M as of Q3 2021.
Cascadia Advisory Services bought 26,818 FT Vest US Equity Buffer ETF July shares in Q3 2021, an estimated $940K.
FT Vest US Equity Buffer ETF July made up 0.24% of Cascadia Advisory Services's portfolio in Q3 2021, its #107 holding.
Cascadia Advisory Services first reported a position in FT Vest US Equity Buffer ETF July in Q3 2020 and has held it in 4 quarters since.
50 funds tracked by Wall St. Rank held FT Vest US Equity Buffer ETF July as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.