CA
XJUL icon

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

Cetera Advisors’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 		$534K Buy
16,063
+585
+4% +$19.1K ﹤0.01% 1559
2023
Q4 		$497K Buy
15,478
+384
+3% +$11.9K 0.01% 1132
2023
Q3 		$455K Buy
+15,094
New +$462K 0.01% 1114

Other funds holding XJUL

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
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 Advisors's XJUL Position: Q1 2024 in Review

Cetera Advisors increased its FT Vest US Equity Enhance & Moderate Buffer ETF July (XJUL) stake by 3.8% in Q1 2024, buying an estimated $19.1K and bringing the position to 16,063 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Cetera Advisors first reported a position in XJUL in Q3 2023 and has held it in 3 quarters since. 35 funds tracked by Wall St. Rank hold XJUL as of Q1 2024.

  • Cetera Advisors held 16,063 shares of FT Vest US Equity Enhance & Moderate Buffer ETF July worth $534K as of Q1 2024.
  • Cetera Advisors bought 585 FT Vest US Equity Enhance & Moderate Buffer ETF July shares in Q1 2024, an estimated $19.1K.
  • FT Vest US Equity Enhance & Moderate Buffer ETF July made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1559 holding.
  • Cetera Advisors 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.
  • 35 funds tracked by Wall St. Rank held FT Vest US Equity Enhance & Moderate Buffer ETF July as of Q1 2024.

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