Cetera Advisor Networks’s FT Vest US Equity Enhance & Moderate Buffer ETF July XJUL Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$696K	Sell	20,943 -28,250	-57%	-$923K	﹤0.01%	1706
2023 Q4	$1.58M	Sell	49,193 -1,394	-3%	-$43.1K	0.01%	1093
2023 Q3	$1.53M	Buy	+50,587	New	+$1.55M	0.01%	1029

Other funds holding XJUL

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

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

BIM

Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return

KAS

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PPWM

Perissos Private Wealth Management Bethany, Oklahoma $115M AUM 18.9% 1-Year Est. Return

Cetera Advisor Networks's XJUL Position: Q1 2024 in Review

Cetera Advisor Networks reduced its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 57% in Q1 2024, selling an estimated $923K and leaving 20,943 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1706.

Cetera Advisor Networks first reported a position in XJUL in Q3 2023 and has held it in 3 quarters since. The position peaked at $1.58M in Q4 2023. 35 funds tracked by Wall St. Rank hold XJUL as of Q1 2024.

Cetera Advisor Networks held 20,943 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $696K as of Q1 2024.
Cetera Advisor Networks sold 28,250 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2024, an estimated $923K.
FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1706 holding.
Cetera Advisor Networks first reported a position in FT Vest US Equity Enhance & Moderate Buffer ETF July in Q3 2023 and has held it in 3 quarters since.
Cetera Advisor Networks's FT Vest US Equity Enhance & Moderate Buffer ETF July position peaked at $1.58M in Q4 2023.
35 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.